SWG
EAGG icon

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

Summit Wealth 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 		$1.42M Sell
29,955
-37
-0.1% -$1.75K 0.29% 47
2026
Q1 		$1.43M Buy
29,992
+27
+0.1% +$1.29K 0.33% 43
2025
Q4 		$1.43M Sell
29,965
-108
-0.4% -$5.19K 0.33% 41
2025
Q3 		$1.44M Sell
30,073
-987
-3% -$46.9K 0.35% 41
2025
Q2 		$1.48M Sell
31,060
-457
-1% -$21.5K 0.38% 42
2025
Q1 		$1.5M Buy
31,517
+722
+2% +$33.8K 0.44% 36
2024
Q4 		$1.43M Sell
30,795
-20,960
-40% -$990K 0.41% 35
2024
Q3 		$2.52M Sell
51,755
-3,309
-6% -$158K 0.73% 28
2024
Q2 		$2.57M Sell
55,064
-1,513
-3% -$70.1K 0.77% 26
2024
Q1 		$2.66M Buy
56,577
+457
+0.8% +$21.5K 1.81% 12
2023
Q4 		$2.68M Buy
56,120
+5,777
+11% +$265K 2.1% 11
2023
Q3 		$2.28M Sell
50,343
-142
-0.3% -$6.59K 2.04% 10
2023
Q2 		$2.38M Buy
50,485
+49,965
+9,609% +$2.38M 0.96% 19
2023
Q1 		$25K Sell
520
-26,333
-98% -$1.25M 0.6% 28
2022
Q4 		$1.25M Buy
26,853
+10,370
+63% +$483K 1.32% 15
2022
Q3 		$765K Buy
16,483
+3,911
+31% +$191K 0.9% 16
2022
Q2 		$615K Buy
12,572
+577
+5% +$28.6K 0.73% 18
2022
Q1 		$619K Buy
11,995
+1,107
+10% +$58.6K 0.65% 20
2021
Q4 		$601K Buy
+10,888
New +$599K 0.68% 19
2021
Q3 		– Sell
-3,969
Closed -$220K – 97
2021
Q2 		$220K Buy
3,969
+2,904
+273% +$159K 0.33% 21
2021
Q1 		$58K Buy
+1,065
New +$59K 0.09% 43

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

Summit Wealth Group's EAGG Position: Q2 2026 in Review

Summit Wealth Group reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.12% in Q2 2026, selling an estimated $1.75K and leaving 29,955 shares worth $1.42M. The position accounts for 0.29% of the portfolio, ranked #47.

Summit Wealth Group first reported a position in EAGG in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.68M in Q4 2023. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Summit Wealth Group held 29,955 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.42M as of Q2 2026.
  • Summit Wealth Group sold 37 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $1.75K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.29% of Summit Wealth Group's portfolio in Q2 2026, its #47 holding.
  • Summit Wealth Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Summit Wealth Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $2.68M in Q4 2023.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.