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SWP Financial’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

SWP Financial’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 		$228K Buy
4,818
+126
+3% +$5.97K 0.11% 75
2026
Q1 		$223K Buy
4,692
+263
+6% +$12.6K 0.11% 67
2025
Q4 		$212K Buy
4,429
+86
+2% +$4.13K 0.11% 69
2025
Q3 		$218K Sell
4,343
-176
-4% -$8.37K 0.11% 70
2025
Q2 		$215K Sell
4,519
-85
-2% -$3.99K 0.12% 69
2025
Q1 		$219K Buy
+4,604
New +$216K 0.13% 62
2024
Q4 		– Sell
-5,698
Closed -$277K – 70
2024
Q3 		$277K Hold
5,698
– – 0.17% 43
2024
Q2 		$266K Buy
5,698
+658
+13% +$30.5K 0.18% 42
2024
Q1 		$237K Buy
5,040
+144
+3% +$6.78K 0.17% 42
2023
Q4 		$234K Buy
+4,896
New +$224K 0.18% 39

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

SWP Financial's EAGG Position: Q2 2026 in Review

SWP Financial increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 2.7% in Q2 2026, buying an estimated $5.97K and bringing the position to 4,818 shares worth $228K. The position accounts for 0.11% of the portfolio, ranked #75.

SWP Financial first reported a position in EAGG in Q4 2023 and has held it in 10 quarters since. The position peaked at $277K in Q3 2024. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • SWP Financial held 4,818 shares of iShares ESG Aware US Aggregate Bond ETF worth $228K as of Q2 2026.
  • SWP Financial bought 126 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $5.97K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.11% of SWP Financial's portfolio in Q2 2026, its #75 holding.
  • SWP Financial first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • SWP Financial's iShares ESG Aware US Aggregate Bond ETF position peaked at $277K in Q3 2024.
  • 479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.