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

Twin Peaks 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
2026
Q1 		$122K Buy
+2,566
New +$123K 0.03% 251
2025
Q3 		– Sell
-1,861
Closed -$88.3K – 699
2025
Q2 		$88.3K Buy
+1,861
New +$87.4K 0.03% 249

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

Twin Peaks Wealth Advisors's EAGG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2026: 2,566 shares worth $122K. The stake represents 0.03% of the portfolio and ranks #251 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in EAGG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in EAGG in Q2 2025 and has held it in 2 quarters since. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 2,566 shares of iShares ESG Aware US Aggregate Bond ETF worth $122K as of Q1 2026.
  • iShares ESG Aware US Aggregate Bond ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #251 holding.
  • Twin Peaks Wealth Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.