TW
EAGG icon

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

Traveka 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
Q2 		$927K Buy
19,557
+5,655
+41% +$268K 0.31% 66
2026
Q1 		$661K Buy
13,902
+1,940
+16% +$93K 0.25% 75
2025
Q4 		$572K Buy
11,962
+7,606
+175% +$366K 0.23% 79
2025
Q3 		$209K Buy
+4,356
New +$207K 0.09% 160

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
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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Traveka Wealth's EAGG Position: Q2 2026 in Review

Traveka Wealth increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 41% in Q2 2026, buying an estimated $268K and bringing the position to 19,557 shares worth $927K. The position accounts for 0.31% of the portfolio, ranked #66.

Traveka Wealth first reported a position in EAGG in Q3 2025 and has held it in 4 quarters since. 246 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Traveka Wealth held 19,557 shares of iShares ESG Aware US Aggregate Bond ETF worth $927K as of Q2 2026.
  • Traveka Wealth bought 5,655 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $268K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.31% of Traveka Wealth's portfolio in Q2 2026, its #66 holding.
  • Traveka Wealth first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 246 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.