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SNS Financial Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

SNS Financial Group’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 		$831K Buy
17,533
+8,880
+103% +$421K 0.02% 315
2026
Q1 		$411K Buy
8,653
+1,704
+25% +$81.7K 0.04% 149
2025
Q4 		$333K Sell
6,949
-1,487
-18% -$71.5K 0.03% 158
2025
Q3 		$405K Sell
8,436
-70
-0.8% -$3.33K 0.04% 138
2025
Q2 		$404K Buy
8,506
+282
+3% +$13.2K 0.04% 137
2025
Q1 		$390K Sell
8,224
-1,007
-11% -$47.2K 0.04% 130
2024
Q4 		$429K Sell
9,231
-565
-6% -$26.7K 0.04% 120
2024
Q3 		$476K Sell
9,796
-375
-4% -$18K 0.05% 118
2024
Q2 		$474K Buy
10,171
+3,364
+49% +$156K 0.05% 116
2024
Q1 		$320K Buy
6,807
+413
+6% +$19.4K 0.04% 143
2023
Q4 		$305K Sell
6,394
-1,600
-20% -$73.3K 0.04% 140
2023
Q3 		$362K Buy
7,994
+58
+0.7% +$2.69K 0.05% 130
2023
Q2 		$374K Sell
7,936
-909
-10% -$43.3K 0.05% 124
2023
Q1 		$425K Buy
8,845
+583
+7% +$27.8K 0.06% 119
2022
Q4 		$386K Buy
8,262
+525
+7% +$24.5K 0.05% 133
2022
Q3 		$359K Sell
7,737
-261
-3% -$12.7K 0.05% 129
2022
Q2 		$391K Buy
7,998
+475
+6% +$23.5K 0.05% 128
2022
Q1 		$388K Sell
7,523
-983
-12% -$52.1K 0.04% 146
2021
Q4 		$470K Buy
8,506
+3,334
+64% +$183K 0.05% 142
2021
Q3 		$285K Buy
+5,172
New +$288K 0.03% 170

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 22.9% 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

SNS Financial Group's EAGG Position: Q2 2026 in Review

SNS Financial Group increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 103% in Q2 2026, buying an estimated $421K and bringing the position to 17,533 shares worth $831K. The position accounts for 0.02% of the portfolio, ranked #315.

SNS Financial Group first reported a position in EAGG in Q3 2021 and has held it in 20 quarters since. 480 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • SNS Financial Group held 17,533 shares of iShares ESG Aware US Aggregate Bond ETF worth $831K as of Q2 2026.
  • SNS Financial Group bought 8,880 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $421K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.02% of SNS Financial Group's portfolio in Q2 2026, its #315 holding.
  • SNS Financial Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • 480 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.