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Sonoma Allocations’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Sonoma Allocations’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 		– Sell
-18,963
Closed -$901K – 129
2026
Q1 		$901K Buy
18,963
+6,498
+52% +$311K 0.31% 54
2025
Q4 		$595K Buy
+12,465
New +$599K 0.2% 69

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 22.96% 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

Sonoma Allocations's EAGG Position: Q2 2026 in Review

Sonoma Allocations sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026, closing a stake of 18,963 shares — an estimated $901K sold.

Sonoma Allocations first reported a position in EAGG in Q4 2025 and held it in 2 quarters. The position peaked at $901K in Q1 2026. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Sonoma Allocations reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sonoma Allocations sold 18,963 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $901K.
  • Sonoma Allocations first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Sonoma Allocations's iShares ESG Aware US Aggregate Bond ETF position peaked at $901K in Q1 2026.
  • 479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.