Regal Investment Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Regal Investment Advisors’s Portfolio EAGG Stock Details EAGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$217K	Buy	+4,558	New	+$218K	0.01%	616
2025 Q3	–	Sell	-5,519	Closed	-$262K	–	521
2025 Q2	$262K	Buy	5,519 +165	+3%	+$7.75K	0.02%	451
2025 Q1	$254K	Buy	+5,354	New	+$251K	0.02%	436
2024 Q1	–	Sell	-4,255	Closed	-$203K	–	586
2023 Q4	$203K	Sell	4,255 -1,168	-22%	-$53.5K	0.02%	511
2023 Q3	$246K	Buy	5,423 +506	+10%	+$23.5K	0.02%	427
2023 Q2	$232K	Buy	4,917 +130	+3%	+$6.19K	0.02%	458
2023 Q1	$230K	Buy	+4,787	New	+$228K	0.02%	450

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Regal Investment Advisors's EAGG Position: Q1 2026 in Review

Regal Investment Advisors opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2026: 4,558 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #616 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in EAGG as recently as Q2 2025.

Regal Investment Advisors first reported a position in EAGG in Q1 2023 and has held it in 7 quarters since. The position peaked at $262K in Q2 2025. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

Regal Investment Advisors held 4,558 shares of iShares ESG Aware US Aggregate Bond ETF worth $217K as of Q1 2026.
iShares ESG Aware US Aggregate Bond ETF was a new Regal Investment Advisors position in Q1 2026.
iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Regal Investment Advisors's portfolio in Q1 2026, its #616 holding.
Regal Investment Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and has held it in 7 quarters since.
Regal Investment Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $262K in Q2 2025.
468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.