SIS
EAGG icon

Sound Income Strategies’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Sound Income Strategies’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
2025
Q4 		– Sell
-1,106
Closed -$53K – 2525
2025
Q3 		$53K Sell
1,106
-599
-35% -$28.5K ﹤0.01% 536
2025
Q2 		$81.1K Buy
1,705
+599
+54% +$28.1K ﹤0.01% 416
2025
Q1 		$52.5K Hold
1,106
– – ﹤0.01% 493
2024
Q4 		$51.4K Hold
1,106
– – ﹤0.01% 453
2024
Q3 		$53.7K Hold
1,106
– – ﹤0.01% 431
2024
Q2 		$51.6K Hold
1,106
– – ﹤0.01% 430
2024
Q1 		$52K Hold
1,106
– – ﹤0.01% 409
2023
Q4 		$52.8K Buy
+1,106
New +$50.6K ﹤0.01% 396

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 $1.81T 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 $80B AUM 26.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sound Income Strategies's EAGG Position: Q4 2025 in Review

Sound Income Strategies sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2025, closing a stake of 1,106 shares — an estimated $53K sold.

Sound Income Strategies first reported a position in EAGG in Q4 2023 and held it in 8 quarters. The position peaked at $81.1K in Q2 2025. 450 funds tracked by Wall St. Rank hold EAGG as of Q4 2025.

  • Sound Income Strategies reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Sound Income Strategies sold 1,106 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2025, an estimated $53K.
  • Sound Income Strategies first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and held it in 8 quarters.
  • Sound Income Strategies's iShares ESG Aware US Aggregate Bond ETF position peaked at $81.1K in Q2 2025.
  • 450 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2025.

Based on Sound Income Strategies's 13F filing for Q4 2025, filed 21 Jan 2026.