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Sunbelt Securities’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Sunbelt Securities’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
Q1 		$808 Hold
17
– – ﹤0.01% 2155
2025
Q4 		$813 Hold
17
– – ﹤0.01% 2113
2025
Q3 		$817 Buy
+17
New +$808 ﹤0.01% 2102
2025
Q2 		– Sell
-17
Closed -$807 – 1826
2025
Q1 		$807 Buy
+17
New +$797 ﹤0.01% 1666
2024
Q3 		– Sell
-893
Closed -$41.6K – 1863
2024
Q2 		$41.6K Hold
893
– – ﹤0.01% 955
2024
Q1 		$42K Hold
893
– – ﹤0.01% 915
2023
Q4 		$42.6K Hold
893
– – 0.01% 847
2023
Q3 		$40.5K Hold
893
– – 0.01% 852
2023
Q2 		$42.1K Hold
893
– – 0.01% 839
2023
Q1 		$42.7K Buy
+893
New +$42.5K 0.01% 788

Other funds holding EAGG

Bank of America
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return