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Retirement Income Solutions’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Retirement Income Solutions’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
Q2 		$567K Hold
11,934
– – 0.1% 81
2026
Q1 		$567K Sell
11,934
-8
-0.1% -$383 0.1% 81
2025
Q4 		$571K Sell
11,942
-1,693
-12% -$81.4K 0.1% 83
2025
Q3 		$655K Sell
13,635
-794
-6% -$37.8K 0.11% 72
2025
Q2 		$686K Sell
14,429
-2,638
-15% -$124K 0.13% 67
2025
Q1 		$777K Buy
17,067
+707
+4% +$33.1K 0.16% 54
2024
Q4 		$760K Sell
16,360
-1,597
-9% -$75.4K 0.15% 54
2024
Q3 		$873K Sell
17,957
-118
-0.7% -$5.65K 0.2% 50
2024
Q2 		$842K Sell
18,075
-11,366
-39% -$527K 0.2% 51
2024
Q1 		$1.39M Sell
29,441
-319
-1% -$15K 0.31% 38
2023
Q4 		$1.42M Sell
29,760
-643
-2% -$29.4K 0.35% 37
2023
Q3 		$1.38M Sell
30,403
-1,710
-5% -$79.3K 0.39% 34
2023
Q2 		$1.51M Buy
32,113
+2,201
+7% +$105K 0.41% 33
2023
Q1 		$1.44M Buy
29,912
+18,529
+163% +$883K 0.42% 32
2022
Q4 		$532K Buy
+11,383
New +$530K 0.17% 66

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Retirement Income Solutions's EAGG Position: Q2 2026 in Review

Retirement Income Solutions held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q2 2026 at 11,934 shares worth $567K. The position accounts for 0.1% of the portfolio, ranked #81.

Retirement Income Solutions first reported a position in EAGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.51M in Q2 2023. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Retirement Income Solutions held 11,934 shares of iShares ESG Aware US Aggregate Bond ETF worth $567K as of Q2 2026.
  • Retirement Income Solutions left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.1% of Retirement Income Solutions's portfolio in Q2 2026, its #81 holding.
  • Retirement Income Solutions first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Retirement Income Solutions's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.51M in Q2 2023.
  • 479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.