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	–	1862
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Sunbelt Securities's EAGG Position: Q1 2026 in Review

Sunbelt Securities held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q1 2026 at 17 shares worth $808. The position accounts for ﹤0.01% of the portfolio, ranked #2155.

Sunbelt Securities first reported a position in EAGG in Q1 2023 and has held it in 10 quarters since. The position peaked at $42.7K in Q1 2023. 473 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

Sunbelt Securities held 17 shares of iShares ESG Aware US Aggregate Bond ETF worth $808 as of Q1 2026.
Sunbelt Securities left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q1 2026.
iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2155 holding.
Sunbelt Securities first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and has held it in 10 quarters since.
Sunbelt Securities's iShares ESG Aware US Aggregate Bond ETF position peaked at $42.7K in Q1 2023.
473 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.