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Sage Financial Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Sage Financial Group’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 		$232K Buy
4,892
+152
+3% +$7.2K 0.01% 103
2026
Q1 		$225K Sell
4,740
-1,642
-26% -$78.7K 0.01% 103
2025
Q4 		$305K Buy
6,382
+510
+9% +$24.5K 0.02% 91
2025
Q3 		$282K Buy
5,872
+262
+5% +$12.5K 0.02% 92
2025
Q2 		$267K Buy
5,610
+65
+1% +$3.05K 0.02% 94
2025
Q1 		$263K Buy
5,545
+1,012
+22% +$47.4K 0.02% 93
2024
Q4 		$211K Hold
4,533
– – 0.02% 99
2024
Q3 		$220K Buy
+4,533
New +$217K 0.02% 101
2024
Q2 		– Sell
-5,135
Closed -$242K – 102
2024
Q1 		$242K Buy
5,135
+101
+2% +$4.75K 0.02% 98
2023
Q4 		$240K Buy
5,034
+135
+3% +$6.18K 0.02% 96
2023
Q3 		$222K Buy
4,899
+250
+5% +$11.6K 0.02% 97
2023
Q2 		$219K Buy
+4,649
New +$222K 0.02% 97

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

Sage Financial Group's EAGG Position: Q2 2026 in Review

Sage Financial Group increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 3.2% in Q2 2026, buying an estimated $7.2K and bringing the position to 4,892 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #103.

Sage Financial Group first reported a position in EAGG in Q2 2023 and has held it in 12 quarters since. The position peaked at $305K in Q4 2025. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Sage Financial Group held 4,892 shares of iShares ESG Aware US Aggregate Bond ETF worth $232K as of Q2 2026.
  • Sage Financial Group bought 152 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $7.2K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Sage Financial Group's portfolio in Q2 2026, its #103 holding.
  • Sage Financial Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • Sage Financial Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $305K in Q4 2025.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.