Sigma Planning Corp’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Sigma Planning Corp’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	$357K	Buy	7,532 +2,400	+47%	+$114K	0.01%	1060
2026 Q1	$244K	Buy	5,132 +179	+4%	+$8.58K	0.01%	1138
2025 Q4	$237K	Sell	4,953 -73	-1%	-$3.51K	0.01%	1131
2025 Q3	$241K	Buy	5,026 +726	+17%	+$34.5K	0.01%	1132
2025 Q2	$204K	Sell	4,300 -97	-2%	-$4.56K	0.01%	1172
2025 Q1	$209K	Buy	+4,397	New	+$206K	0.01%	1113
2024 Q4	–	Sell	-4,174	Closed	-$203K	–	1187
2024 Q3	$203K	Sell	4,174 -581	-12%	-$27.8K	0.01%	1136
2024 Q2	$222K	Buy	4,755 +19	+0.4%	+$881	0.01%	1038
2024 Q1	$223K	Buy	+4,736	New	+$223K	0.01%	1092
2022 Q1	–	Sell	-3,833	Closed	-$212K	–	1397
2021 Q4	$212K	Sell	3,833 -4	-0.1%	-$220	0.01%	1257
2021 Q3	$212K	Buy	+3,837	New	+$214K	0.01%	1238
2021 Q2	–	Sell	-9,793	Closed	-$536K	–	1434
2021 Q1	$536K	Buy	9,793 +2,400	+32%	+$133K	0.02%	742
2020 Q4	$418K	Buy	7,393 +425	+6%	+$24K	0.01%	763
2020 Q3	$394K	Sell	6,968 -3,675	-35%	-$209K	0.02%	692
2020 Q2	$602K	Buy	+10,643	New	+$596K	0.03%	530

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Sigma Planning Corp's EAGG Position: Q2 2026 in Review

Sigma Planning Corp increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 47% in Q2 2026, buying an estimated $114K and bringing the position to 7,532 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #1060.

Sigma Planning Corp first reported a position in EAGG in Q2 2020 and has held it in 15 quarters since. The position peaked at $602K in Q2 2020. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Sigma Planning Corp held 7,532 shares of iShares ESG Aware US Aggregate Bond ETF worth $357K as of Q2 2026.
Sigma Planning Corp bought 2,400 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $114K.
iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1060 holding.
Sigma Planning Corp first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2020 and has held it in 15 quarters since.
Sigma Planning Corp's iShares ESG Aware US Aggregate Bond ETF position peaked at $602K in Q2 2020.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.