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Sandbox Financial Partners’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Sandbox Financial 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 		– Sell
-6,884
Closed -$329K – 120
2025
Q4 		$329K Sell
6,884
-568
-8% -$27.3K 0.09% 87
2025
Q3 		$358K Sell
7,452
-319
-4% -$15.2K 0.1% 87
2025
Q2 		$369K Sell
7,771
-84
-1% -$3.94K 0.12% 81
2025
Q1 		$373K Sell
7,855
-657
-8% -$30.8K 0.13% 78
2024
Q4 		$395K Buy
8,512
+210
+3% +$9.92K 0.13% 74
2024
Q3 		$403K Sell
8,302
-190
-2% -$9.1K 0.14% 71
2024
Q2 		$396K Sell
8,492
-1,171
-12% -$54.3K 0.15% 71
2024
Q1 		$455K Sell
9,663
-4,314
-31% -$203K 0.19% 64
2023
Q4 		$667K Buy
13,977
+1,258
+10% +$57.6K 0.31% 47
2023
Q3 		$576K Buy
12,719
+2,986
+31% +$139K 0.3% 44
2023
Q2 		$459K Buy
9,733
+740
+8% +$35.3K 0.24% 57
2023
Q1 		$432K Buy
8,993
+2,661
+42% +$127K 0.26% 52
2022
Q4 		$296K Sell
6,332
-361
-5% -$16.8K 0.2% 59
2022
Q3 		$311K Buy
6,693
+1,107
+20% +$53.9K 0.23% 57
2022
Q2 		$273K Buy
5,586
+1,431
+34% +$70.9K 0.19% 66
2022
Q1 		$215K Buy
+4,155
New +$220K 0.12% 86

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

Sandbox Financial Partners's EAGG Position: Q1 2026 in Review

Sandbox Financial Partners sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2026, closing a stake of 6,884 shares — an estimated $329K sold.

Sandbox Financial Partners first reported a position in EAGG in Q1 2022 and held it in 16 quarters. The position peaked at $667K in Q4 2023. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Sandbox Financial Partners reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Sandbox Financial Partners sold 6,884 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $329K.
  • Sandbox Financial Partners first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2022 and held it in 16 quarters.
  • Sandbox Financial Partners's iShares ESG Aware US Aggregate Bond ETF position peaked at $667K in Q4 2023.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.