Sigma Planning Corp
EAGG icon

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
Q3 		$250K Sell
5,531
-2,001
-27% -$93.1K 0.01% 1137
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sigma Planning Corp's EAGG Position: Q3 2026 in Review

Sigma Planning Corp reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 27% in Q3 2026, selling an estimated $93.1K and leaving 5,531 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #1137.

Sigma Planning Corp first reported a position in EAGG in Q2 2020 and has held it in 16 quarters since. The position peaked at $602K in Q2 2020. 298 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

  • Sigma Planning Corp held 5,531 shares of iShares ESG Aware US Aggregate Bond ETF worth $250K as of Q3 2026.
  • Sigma Planning Corp sold 2,001 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $93.1K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1137 holding.
  • Sigma Planning Corp first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2020 and has held it in 16 quarters since.
  • Sigma Planning Corp's iShares ESG Aware US Aggregate Bond ETF position peaked at $602K in Q2 2020.
  • 298 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.