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TD Private Client Wealth’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

TD Private Client Wealth’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 		$600K Sell
12,621
-8,798
-41% -$422K 0.01% 461
2025
Q4 		$1.02M Buy
21,419
+186
+0.9% +$8.94K 0.02% 356
2025
Q3 		$1.02M Sell
21,233
-310
-1% -$14.7K 0.02% 358
2025
Q2 		$1.02M Sell
21,543
-203
-0.9% -$9.53K 0.03% 360
2025
Q1 		$1.03M Sell
21,746
-6,046
-22% -$283K 0.03% 341
2024
Q4 		$1.29M Buy
27,792
+1,123
+4% +$53K 0.04% 309
2024
Q3 		$1.3M Buy
26,669
+161
+0.6% +$7.71K 0.04% 326
2024
Q2 		$1.24M Buy
26,508
+983
+4% +$45.6K 0.04% 316
2024
Q1 		$1.2M Sell
25,525
-1,333
-5% -$62.7K 0.04% 328
2023
Q4 		$1.28M Buy
26,858
+633
+2% +$29K 0.05% 301
2023
Q3 		$1.19M Buy
26,225
+1,085
+4% +$50.3K 0.05% 294
2023
Q2 		$1.19M Buy
25,140
+693
+3% +$33K 0.05% 303
2023
Q1 		$1.17M Buy
24,447
+4,745
+24% +$226K 0.05% 304
2022
Q4 		$921K Sell
19,702
-4,271
-18% -$199K 0.04% 334
2022
Q3 		$1.11M Buy
23,973
+568
+2% +$27.7K 0.06% 288
2022
Q2 		$1.15M Sell
23,405
-74
-0.3% -$3.66K 0.06% 294
2022
Q1 		$1.21M Buy
23,479
+15,997
+214% +$847K 0.05% 313
2021
Q4 		$413K Sell
7,482
-6,440
-46% -$354K 0.02% 446
2021
Q3 		$768K Buy
13,922
+4,731
+51% +$263K 0.03% 353
2021
Q2 		$508K Buy
9,191
+3,224
+54% +$177K 0.02% 405
2021
Q1 		$327K Buy
5,967
+4,485
+303% +$249K 0.02% 443
2020
Q4 		$83.8K Buy
+1,482
New +$83.5K ﹤0.01% 581

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
LPL Financial
LPL Financial San Diego, California $377B 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 $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

TD Private Client Wealth's EAGG Position: Q1 2026 in Review

TD Private Client Wealth reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 41% in Q1 2026, selling an estimated $422K and leaving 12,621 shares worth $600K. The position accounts for 0.01% of the portfolio, ranked #461.

TD Private Client Wealth first reported a position in EAGG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.3M in Q3 2024. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • TD Private Client Wealth held 12,621 shares of iShares ESG Aware US Aggregate Bond ETF worth $600K as of Q1 2026.
  • TD Private Client Wealth sold 8,798 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $422K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #461 holding.
  • TD Private Client Wealth first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • TD Private Client Wealth's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.3M in Q3 2024.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.