TWM
EAGG icon

Tradition Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Tradition Wealth Management’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 		$702K Sell
14,808
-54
-0.4% -$2.56K 0.04% 255
2026
Q1 		$707K Buy
14,862
+167
+1% +$8K 0.05% 237
2025
Q4 		$703K Buy
14,695
+42
+0.3% +$2.02K 0.05% 236
2025
Q3 		$704K Buy
14,653
+312
+2% +$14.8K 0.05% 235
2025
Q2 		$682K Buy
14,341
+182
+1% +$8.55K 0.05% 227
2025
Q1 		$672K Sell
14,159
-1,662
-11% -$77.9K 0.06% 209
2024
Q4 		$735K Sell
15,821
-1,542
-9% -$72.8K 0.06% 199
2024
Q3 		$844K Buy
17,363
+262
+2% +$12.5K 0.08% 178
2024
Q2 		$797K Buy
17,101
+28
+0.2% +$1.3K 0.08% 175
2024
Q1 		$803K Buy
17,073
+540
+3% +$25.4K 0.08% 164
2023
Q4 		$789K Buy
16,533
+1,327
+9% +$60.8K 0.08% 141
2023
Q3 		$689K Buy
15,206
+443
+3% +$20.6K 0.08% 143
2023
Q2 		$696K Buy
14,763
+8,823
+149% +$420K 0.08% 145
2023
Q1 		$285K Buy
5,940
+323
+6% +$15.4K 0.04% 247
2022
Q4 		$263K Buy
5,617
+714
+15% +$33.3K 0.04% 232
2022
Q3 		$228K Buy
4,903
+1
+0% +$49 0.03% 240
2022
Q2 		$240K Buy
4,902
+101
+2% +$5K 0.03% 242
2022
Q1 		$248K Buy
4,801
+659
+16% +$34.9K 0.03% 267
2021
Q4 		$229K Buy
4,142
+3,454
+502% +$190K 0.03% 283
2021
Q3 		$38K Buy
688
+148
+27% +$8.24K 0.01% 579
2021
Q2 		$30K Buy
+540
New +$29.7K ﹤0.01% 657

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

Tradition Wealth Management's EAGG Position: Q2 2026 in Review

Tradition Wealth Management reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.36% in Q2 2026, selling an estimated $2.56K and leaving 14,808 shares worth $702K. The position accounts for 0.04% of the portfolio, ranked #255.

Tradition Wealth Management first reported a position in EAGG in Q2 2021 and has held it in 21 quarters since. The position peaked at $844K in Q3 2024. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Tradition Wealth Management held 14,808 shares of iShares ESG Aware US Aggregate Bond ETF worth $702K as of Q2 2026.
  • Tradition Wealth Management sold 54 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $2.56K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.04% of Tradition Wealth Management's portfolio in Q2 2026, its #255 holding.
  • Tradition Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Tradition Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $844K in Q3 2024.
  • 479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.