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Sovran Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Sovran Advisors’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
Q2 		– Sell
-9,981
Closed -$468K – 502
2025
Q1 		$468K Buy
+9,981
New +$468K 0.06% 298

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
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 $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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sovran Advisors's EAGG Position: Q2 2025 in Review

Sovran Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2025, closing a stake of 9,981 shares — an estimated $468K sold.

Sovran Advisors first reported a position in EAGG in Q1 2025 and held it in 1 quarter. The position peaked at $468K in Q1 2025. 416 funds tracked by Wall St. Rank hold EAGG as of Q2 2025.

  • Sovran Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Sovran Advisors sold 9,981 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2025, an estimated $468K.
  • Sovran Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Sovran Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $468K in Q1 2025.
  • 416 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2025.

Based on Sovran Advisors's 13F filing for Q2 2025, filed 10 Jul 2025.