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Talisman Wealth Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Talisman Wealth Advisors’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
2025
Q4 		– Sell
-4,704
Closed -$226K – 116
2025
Q3 		$226K Buy
+4,704
New +$224K 0.19% 106

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Talisman Wealth Advisors's EAGG Position: Q4 2025 in Review

Talisman Wealth Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2025, closing a stake of 4,704 shares — an estimated $226K sold.

Talisman Wealth Advisors first reported a position in EAGG in Q3 2025 and held it in 1 quarter. The position peaked at $226K in Q3 2025. 449 funds tracked by Wall St. Rank hold EAGG as of Q4 2025.

  • Talisman Wealth Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Talisman Wealth Advisors sold 4,704 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2025, an estimated $226K.
  • Talisman Wealth Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Talisman Wealth Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $226K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2025.

Based on Talisman Wealth Advisors's 13F filing for Q4 2025, filed 20 Feb 2026.