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Sound View Wealth Advisors Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Sound View Wealth Advisors 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 		$461K Sell
9,732
-302
-3% -$14.3K 0.03% 296
2026
Q1 		$477K Hold
10,034
– – 0.03% 273
2025
Q4 		$480K Sell
10,034
-48
-0.5% -$2.31K 0.03% 275
2025
Q3 		$484K Sell
10,082
-330
-3% -$15.7K 0.03% 272
2025
Q2 		$495K Buy
10,412
+651
+7% +$30.6K 0.04% 268
2025
Q1 		$463K Buy
9,761
+386
+4% +$18.1K 0.04% 267
2024
Q4 		$435K Buy
9,375
+970
+12% +$45.8K 0.04% 277
2024
Q3 		$408K Sell
8,405
-913
-10% -$43.7K 0.03% 290
2024
Q2 		$434K Sell
9,318
-898
-9% -$41.6K 0.04% 252
2024
Q1 		$481K Sell
10,216
-44
-0.4% -$2.07K 0.05% 242
2023
Q4 		$490K Buy
10,260
+84
+0.8% +$3.85K 0.05% 238
2023
Q3 		$461K Hold
10,176
– – 0.06% 232
2023
Q2 		$480K Hold
10,176
– – 0.06% 227
2023
Q1 		$489K Sell
10,176
-84
-0.8% -$4K 0.07% 221
2022
Q4 		$490K Sell
10,260
-687
-6% -$32K 0.05% 238
2022
Q3 		$508K Hold
10,947
– – 0.11% 160
2022
Q2 		$536K Hold
10,947
– – 0.11% 161
2022
Q1 		$565K Sell
10,947
-55
-0.5% -$2.91K 0.11% 163
2021
Q4 		$607K Buy
11,002
+1,610
+17% +$88.6K 0.11% 160
2021
Q3 		$518K Buy
9,392
+271
+3% +$15.1K 0.11% 163
2021
Q2 		$505K Buy
+9,121
New +$501K 0.11% 169

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

Sound View Wealth Advisors Group's EAGG Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 3% in Q2 2026, selling an estimated $14.3K and leaving 9,732 shares worth $461K. The position accounts for 0.03% of the portfolio, ranked #296.

Sound View Wealth Advisors Group first reported a position in EAGG in Q2 2021 and has held it in 21 quarters since. The position peaked at $607K in Q4 2021. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Sound View Wealth Advisors Group held 9,732 shares of iShares ESG Aware US Aggregate Bond ETF worth $461K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 302 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $14.3K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #296 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Sound View Wealth Advisors Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $607K in Q4 2021.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.