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Rockbridge Investment Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Rockbridge Investment 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 		$608K Buy
12,822
+608
+5% +$28.8K 0.05% 89
2026
Q1 		$581K Buy
12,214
+99
+0.8% +$4.74K 0.05% 86
2025
Q4 		$580K Buy
12,115
+39
+0.3% +$1.88K 0.05% 85
2025
Q3 		$580K Buy
12,076
+908
+8% +$43.2K 0.06% 81
2025
Q2 		$531K Buy
11,168
+1,141
+11% +$53.6K 0.06% 86
2025
Q1 		$476K Buy
10,027
+73
+0.7% +$3.42K 0.06% 85
2024
Q4 		$462K Hold
9,954
– – 0.06% 90
2024
Q3 		$484K Buy
9,954
+829
+9% +$39.7K 0.06% 83
2024
Q2 		$425K Buy
+9,125
New +$423K 0.06% 84
2024
Q1 		– Sell
-3,282
Closed -$157K – 261
2023
Q4 		$157K Buy
+3,282
New +$150K 0.02% 139
2022
Q3 		– Sell
-2,693
Closed -$132K – 248
2022
Q2 		$132K Sell
2,693
-245
-8% -$12.1K 0.03% 128
2022
Q1 		$151K Hold
2,938
– – 0.02% 182
2021
Q4 		$162K Buy
2,938
+634
+28% +$34.9K 0.02% 199
2021
Q3 		$127K Sell
2,304
-35
-1% -$1.95K 0.02% 203
2021
Q2 		$129K Buy
2,339
+278
+13% +$15.3K 0.02% 200
2021
Q1 		$113K Buy
2,061
+346
+20% +$19.2K 0.02% 196
2020
Q4 		$97K Buy
1,715
+35
+2% +$1.97K 0.02% 206
2020
Q3 		$95K Buy
+1,680
New +$95.4K 0.02% 195

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

Rockbridge Investment Management's EAGG Position: Q2 2026 in Review

Rockbridge Investment Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 5% in Q2 2026, buying an estimated $28.8K and bringing the position to 12,822 shares worth $608K. The position accounts for 0.05% of the portfolio, ranked #89.

Rockbridge Investment Management first reported a position in EAGG in Q3 2020 and has held it in 18 quarters since. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Rockbridge Investment Management held 12,822 shares of iShares ESG Aware US Aggregate Bond ETF worth $608K as of Q2 2026.
  • Rockbridge Investment Management bought 608 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $28.8K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.05% of Rockbridge Investment Management's portfolio in Q2 2026, its #89 holding.
  • Rockbridge Investment Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2020 and has held it in 18 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.