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Sagespring Wealth Partners’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Sagespring Wealth Partners’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 		$455K Buy
9,565
+1,149
+14% +$55.1K 0.01% 526
2025
Q4 		$403K Sell
8,416
-585
-6% -$28.1K 0.01% 535
2025
Q3 		$432K Sell
9,001
-691
-7% -$32.9K 0.01% 499
2025
Q2 		$461K Buy
9,692
+1,566
+19% +$73.6K 0.01% 460
2025
Q1 		$386K Buy
8,126
+3,370
+71% +$158K 0.01% 453
2024
Q4 		$221K Buy
+4,756
New +$225K 0.01% 566

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

Sagespring Wealth Partners's EAGG Position: Q1 2026 in Review

Sagespring Wealth Partners increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 14% in Q1 2026, buying an estimated $55.1K and bringing the position to 9,565 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #526.

Sagespring Wealth Partners first reported a position in EAGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $461K in Q2 2025. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Sagespring Wealth Partners held 9,565 shares of iShares ESG Aware US Aggregate Bond ETF worth $455K as of Q1 2026.
  • Sagespring Wealth Partners bought 1,149 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $55.1K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #526 holding.
  • Sagespring Wealth Partners first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's iShares ESG Aware US Aggregate Bond ETF position peaked at $461K in Q2 2025.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.