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Sentinel Pension Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Sentinel Pension 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
Q1 		$3.68M Sell
77,403
-102
-0.1% -$4.89K 0.54% 28
2025
Q4 		$3.71M Sell
77,505
-149
-0.2% -$7.16K 0.57% 26
2025
Q3 		$3.73M Buy
77,654
+19,085
+33% +$907K 0.6% 26
2025
Q2 		$2.78M Buy
58,569
+605
+1% +$28.4K 0.47% 30
2025
Q1 		$2.75M Buy
57,964
+1,366
+2% +$64K 0.51% 29
2024
Q4 		$2.63M Buy
56,598
+1,025
+2% +$48.4K 0.49% 30
2024
Q3 		$2.7M Buy
55,573
+6,437
+13% +$308K 0.52% 30
2024
Q2 		$2.29M Buy
49,136
+19,041
+63% +$883K 0.48% 32
2024
Q1 		$1.42M Buy
30,095
+561
+2% +$26.4K 0.3% 47
2023
Q4 		$1.41M Sell
29,534
-690
-2% -$31.6K 0.34% 41
2023
Q3 		$1.37M Buy
30,224
+43
+0.1% +$2K 0.33% 44
2023
Q2 		$1.42M Buy
30,181
+1,469
+5% +$70K 0.34% 43
2023
Q1 		$1.39M Sell
28,712
-3,833
-12% -$183K 0.35% 41
2022
Q4 		$1.52M Buy
32,545
+9,954
+44% +$464K 0.48% 36
2022
Q3 		$1.05M Buy
22,591
+3,908
+21% +$190K 0.37% 45
2022
Q2 		$914K Buy
18,683
+5,708
+44% +$283K 0.31% 49
2022
Q1 		$670K Buy
12,975
+1,392
+12% +$73.7K 0.23% 53
2021
Q4 		$639K Buy
11,583
+76
+0.7% +$4.18K 0.2% 56
2021
Q3 		$634K Buy
+11,507
New +$640K 0.22% 52

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

Sentinel Pension Advisors's EAGG Position: Q1 2026 in Review

Sentinel Pension Advisors reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.13% in Q1 2026, selling an estimated $4.89K and leaving 77,403 shares worth $3.68M. The position accounts for 0.54% of the portfolio, ranked #28.

Sentinel Pension Advisors first reported a position in EAGG in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.73M in Q3 2025. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Sentinel Pension Advisors held 77,403 shares of iShares ESG Aware US Aggregate Bond ETF worth $3.68M as of Q1 2026.
  • Sentinel Pension Advisors sold 102 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $4.89K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.54% of Sentinel Pension Advisors's portfolio in Q1 2026, its #28 holding.
  • Sentinel Pension Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • Sentinel Pension Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $3.73M in Q3 2025.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Sentinel Pension Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.