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Steward Partners Investment Advisory’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Steward Partners Investment Advisory’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 		$3.6M Buy
75,884
+12,560
+20% +$595K 0.02% 684
2026
Q1 		$3.01M Buy
63,324
+4,637
+8% +$222K 0.02% 700
2025
Q4 		$2.81M Buy
58,687
+3,109
+6% +$149K 0.02% 657
2025
Q3 		$2.67M Sell
55,578
-2,294
-4% -$109K 0.02% 668
2025
Q2 		$2.75M Buy
57,872
+1,453
+3% +$68.2K 0.02% 596
2025
Q1 		$2.68M Sell
56,419
-20,832
-27% -$976K 0.02% 567
2024
Q4 		$3.59M Sell
77,251
-6,187
-7% -$292K 0.03% 465
2024
Q3 		$4.05M Buy
83,438
+6,822
+9% +$327K 0.04% 423
2024
Q2 		$3.57M Buy
76,616
+1,135
+2% +$52.6K 0.04% 419
2024
Q1 		$3.55M Buy
75,481
+53,100
+237% +$2.5M 0.04% 412
2023
Q4 		$1.07M Buy
22,381
+4,949
+28% +$227K 0.01% 698
2023
Q3 		$790K Buy
17,432
+4,060
+30% +$188K 0.01% 760
2023
Q2 		$631K Buy
13,372
+1,996
+18% +$95.1K 0.01% 855
2023
Q1 		$547K Buy
11,376
+11,182
+5,764% +$533K 0.01% 891
2022
Q4 		$9.06K Buy
194
+1
+0.5% +$47 ﹤0.01% 2574
2022
Q3 		$9K Buy
193
+184
+2,044% +$8.96K ﹤0.01% 2569
2022
Q2 		$0 Hold
9
– – ﹤0.01% 3269
2022
Q1 		$0 Hold
9
– – ﹤0.01% 3308
2021
Q4 		$1K Sell
9
-261
-97% -$14.4K ﹤0.01% 3082
2021
Q3 		$15K Hold
270
– – ﹤0.01% 2446
2021
Q2 		$15K Hold
270
– – ﹤0.01% 5501
2021
Q1 		$14.8K Buy
270
+9
+3% +$499 ﹤0.01% 2610
2020
Q4 		$15K Sell
261
-349
-57% -$19.7K ﹤0.01% 2155
2020
Q3 		$34K Buy
610
+263
+76% +$14.9K ﹤0.01% 1663
2020
Q2 		$20K Sell
347
-1,186
-77% -$66.4K ﹤0.01% 1770
2020
Q1 		$84K Sell
1,533
-26
-2% -$1.42K ﹤0.01% 1060
2019
Q4 		$83K Buy
1,559
+746
+92% +$40.2K ﹤0.01% 1192
2019
Q3 		$44K Hold
813
– – ﹤0.01% 1406
2019
Q2 		$43K Buy
+813
New +$42.6K ﹤0.01% 1389

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

Steward Partners Investment Advisory's EAGG Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 20% in Q2 2026, buying an estimated $595K and bringing the position to 75,884 shares worth $3.6M. The position accounts for 0.02% of the portfolio, ranked #684.

Steward Partners Investment Advisory first reported a position in EAGG in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.05M in Q3 2024. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Steward Partners Investment Advisory held 75,884 shares of iShares ESG Aware US Aggregate Bond ETF worth $3.6M as of Q2 2026.
  • Steward Partners Investment Advisory bought 12,560 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $595K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #684 holding.
  • Steward Partners Investment Advisory first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • Steward Partners Investment Advisory's iShares ESG Aware US Aggregate Bond ETF position peaked at $4.05M in Q3 2024.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.