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EAGG icon

Symmetry Partners’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Symmetry Partners’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 		$1.07M Buy
22,503
+1,523
+7% +$72.2K 0.05% 81
2026
Q1 		$998K Buy
20,980
+163
+0.8% +$7.81K 0.06% 72
2025
Q4 		$996K Sell
20,817
-4,093
-16% -$197K 0.06% 73
2025
Q3 		$1.2M Buy
24,910
+3,296
+15% +$157K 0.13% 60
2025
Q2 		$1.03M Sell
21,614
-3
-0% -$141 0.13% 63
2025
Q1 		$1.03M Hold
21,617
– – 0.14% 60
2024
Q4 		$1M Buy
21,617
+10,300
+91% +$487K 0.14% 60
2024
Q3 		$550K Buy
11,317
+292
+3% +$14K 0.13% 58
2024
Q2 		$514K Buy
11,025
+514
+5% +$23.8K 0.03% 277
2024
Q1 		$495K Buy
10,511
+305
+3% +$14.4K 0.04% 307
2023
Q4 		$487K Sell
10,206
-1,848
-15% -$84.6K 0.03% 285
2023
Q3 		$546K Buy
12,054
+380
+3% +$17.6K 0.03% 286
2023
Q2 		$551K Buy
11,674
+488
+4% +$23.3K 0.03% 306
2023
Q1 		$535K Hold
11,186
– – 0.03% 305
2022
Q4 		$523K Sell
11,186
-521
-4% -$24.3K 0.03% 312
2022
Q3 		$544K Buy
11,707
+1,129
+11% +$55K 0.04% 284
2022
Q2 		$518K Buy
10,578
+4,197
+66% +$208K 0.03% 306
2022
Q1 		$330K Buy
6,381
+230
+4% +$12.2K 0.02% 483
2021
Q4 		$340K Buy
+6,151
New +$338K 0.02% 503

Other funds holding EAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Symmetry Partners's EAGG Position: Q2 2026 in Review

Symmetry Partners increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 7.3% in Q2 2026, buying an estimated $72.2K and bringing the position to 22,503 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #81.

Symmetry Partners first reported a position in EAGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.2M in Q3 2025. 256 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Symmetry Partners held 22,503 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.07M as of Q2 2026.
  • Symmetry Partners bought 1,523 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $72.2K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.05% of Symmetry Partners's portfolio in Q2 2026, its #81 holding.
  • Symmetry Partners first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Symmetry Partners's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.2M in Q3 2025.
  • 256 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.