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Sand Hill Global Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Sand Hill Global Advisors’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 		$9.38M Sell
197,858
-11,406
-5% -$541K 0.28% 47
2026
Q1 		$9.95M Buy
209,264
+23,864
+13% +$1.14M 0.33% 40
2025
Q4 		$8.87M Buy
185,400
+75,971
+69% +$3.65M 0.31% 47
2025
Q3 		$5.26M Buy
109,429
+2,520
+2% +$120K 0.19% 72
2025
Q2 		$5.08M Sell
106,909
-2,794
-3% -$131K 0.19% 75
2025
Q1 		$5.21M Buy
109,703
+7,684
+8% +$360K 0.21% 67
2024
Q4 		$4.74M Buy
102,019
+3,912
+4% +$185K 0.2% 69
2024
Q3 		$4.77M Buy
98,107
+2
+0% +$96 0.2% 72
2024
Q2 		$4.57M Sell
98,105
-914
-0.9% -$42.4K 0.21% 68
2024
Q1 		$4.66M Buy
99,019
+51,462
+108% +$2.42M 0.22% 65
2023
Q4 		$2.27M Buy
47,557
+39,497
+490% +$1.81M 0.11% 87
2023
Q3 		$365K Buy
+8,060
New +$374K 0.02% 123
2023
Q2 		– Sell
-14,076
Closed -$676K – 155
2023
Q1 		$676K Buy
14,076
+241
+2% +$11.5K 0.04% 107
2022
Q4 		$647K Sell
13,835
-18,335
-57% -$854K 0.04% 111
2022
Q3 		$1.49M Buy
+32,170
New +$1.57M 0.09% 86

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

Sand Hill Global Advisors's EAGG Position: Q2 2026 in Review

Sand Hill Global Advisors reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 5.5% in Q2 2026, selling an estimated $541K and leaving 197,858 shares worth $9.38M. The position accounts for 0.28% of the portfolio, ranked #47.

Sand Hill Global Advisors first reported a position in EAGG in Q3 2022 and has held it in 15 quarters since. The position peaked at $9.95M in Q1 2026. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Sand Hill Global Advisors held 197,858 shares of iShares ESG Aware US Aggregate Bond ETF worth $9.38M as of Q2 2026.
  • Sand Hill Global Advisors sold 11,406 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $541K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.28% of Sand Hill Global Advisors's portfolio in Q2 2026, its #47 holding.
  • Sand Hill Global Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Sand Hill Global Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $9.95M in Q1 2026.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.