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EAGG icon

SteelPeak Wealth’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

SteelPeak Wealth’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 		$345K Buy
7,276
+54
+0.7% +$2.56K 0.01% 496
2026
Q1 		$343K Buy
7,222
+35
+0.5% +$1.68K 0.01% 434
2025
Q4 		$344K Buy
7,187
+95
+1% +$4.57K 0.01% 409
2025
Q3 		$341K Buy
+7,092
New +$337K 0.01% 439

Other funds holding EAGG

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SteelPeak Wealth's EAGG Position: Q2 2026 in Review

SteelPeak Wealth increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.75% in Q2 2026, buying an estimated $2.56K and bringing the position to 7,276 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #496.

SteelPeak Wealth first reported a position in EAGG in Q3 2025 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • SteelPeak Wealth held 7,276 shares of iShares ESG Aware US Aggregate Bond ETF worth $345K as of Q2 2026.
  • SteelPeak Wealth bought 54 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $2.56K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #496 holding.
  • SteelPeak Wealth first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.