U.S. Capital Wealth Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

U.S. Capital 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	$451K	Buy	9,495 +1,082	+13%	+$51.9K	0.01%	700
2025 Q4	$403K	Sell	8,413 -493	-6%	-$23.7K	0.01%	716
2025 Q3	$428K	Buy	8,906 +408	+5%	+$19.4K	0.01%	673
2025 Q2	$404K	Buy	8,498 +213	+3%	+$10K	0.01%	654
2025 Q1	$393K	Buy	8,285 +1,959	+31%	+$91.8K	0.01%	631
2024 Q4	$294K	Buy	6,326 +281	+5%	+$13.3K	0.01%	692
2024 Q3	$294K	Buy	6,045 +653	+12%	+$31.3K	0.01%	594
2024 Q2	$251K	Sell	5,392 -368	-6%	-$17.1K	0.01%	597
2024 Q1	$271K	Sell	5,760 -208	-3%	-$9.79K	0.01%	585
2023 Q4	$285K	Hold	5,968	–	–	0.01%	564
2023 Q3	$270K	Buy	5,968 +836	+16%	+$38.8K	0.01%	544
2023 Q2	$242K	Hold	5,132	–	–	0.01%	583
2023 Q1	$247K	Buy	+5,132	New	+$244K	0.01%	573

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

U.S. Capital Wealth Advisors's EAGG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 13% in Q1 2026, buying an estimated $51.9K and bringing the position to 9,495 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #700.

U.S. Capital Wealth Advisors first reported a position in EAGG in Q1 2023 and has held it in 13 quarters since. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

U.S. Capital Wealth Advisors held 9,495 shares of iShares ESG Aware US Aggregate Bond ETF worth $451K as of Q1 2026.
U.S. Capital Wealth Advisors bought 1,082 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $51.9K.
iShares ESG Aware US Aggregate Bond ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #700 holding.
U.S. Capital Wealth Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and has held it in 13 quarters since.
468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.