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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
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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Retirement Income Solutions's EAGG Position: Q1 2026 in Review

Retirement Income Solutions reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.07% in Q1 2026, selling an estimated $383 and leaving 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 14 quarters since. The position peaked at $1.51M in Q2 2023. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Retirement Income Solutions held 11,934 shares of iShares ESG Aware US Aggregate Bond ETF worth $567K as of Q1 2026.
  • Retirement Income Solutions sold 8 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $383.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.1% of Retirement Income Solutions's portfolio in Q1 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 14 quarters since.
  • Retirement Income Solutions's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.51M in Q2 2023.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Retirement Income Solutions's 13F filing for Q1 2026, filed 4 May 2026.