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Robertson Stephens Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Robertson Stephens Wealth Management’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 		$6.74M Buy
142,142
+7,231
+5% +$343K 0.17% 103
2026
Q1 		$6.42M Buy
134,911
+15,757
+13% +$755K 0.18% 107
2025
Q4 		$5.7M Sell
119,154
-2,233
-2% -$107K 0.15% 112
2025
Q3 		$5.83M Sell
121,387
-4,299
-3% -$204K 0.18% 93
2025
Q2 		$5.98M Sell
125,686
-102
-0.1% -$4.79K 0.19% 89
2025
Q1 		$5.97M Buy
125,788
+13,168
+12% +$617K 0.21% 92
2024
Q4 		$5.23M Buy
112,620
+15,440
+16% +$729K 0.19% 106
2024
Q3 		$4.72M Sell
97,180
-2,764
-3% -$132K 0.17% 119
2024
Q2 		$4.66M Sell
99,944
-3,416
-3% -$158K 0.23% 81
2024
Q1 		$4.86M Buy
103,360
+7,733
+8% +$364K 0.26% 64
2023
Q4 		$4.57M Buy
95,627
+36,045
+60% +$1.65M 0.28% 61
2023
Q3 		$2.7M Buy
59,582
+49,643
+499% +$2.3M 0.18% 114
2023
Q2 		$469K Sell
9,939
-8,262
-45% -$394K 0.03% 287
2023
Q1 		$875K Sell
18,201
-748
-4% -$35.6K 0.07% 211
2022
Q4 		$886K Buy
+18,949
New +$883K 0.09% 190

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

Robertson Stephens Wealth Management's EAGG Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 5.4% in Q2 2026, buying an estimated $343K and bringing the position to 142,142 shares worth $6.74M. The position accounts for 0.17% of the portfolio, ranked #103.

Robertson Stephens Wealth Management first reported a position in EAGG in Q4 2022 and has held it in 15 quarters since. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Robertson Stephens Wealth Management held 142,142 shares of iShares ESG Aware US Aggregate Bond ETF worth $6.74M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 7,231 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $343K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.17% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.