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Valley National Advisers’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Valley National Advisers’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 		$617K Buy
13,007
+168
+1% +$7.96K 0.07% 168
2026
Q1 		$610K Buy
12,839
+1,235
+11% +$59.2K 0.08% 163
2025
Q4 		$555K Buy
11,604
+1,198
+12% +$57.6K 0.08% 168
2025
Q3 		$499K Buy
10,406
+1,243
+14% +$59.1K 0.08% 163
2025
Q2 		$435K Sell
9,163
-54
-0.6% -$2.54K 0.07% 171
2025
Q1 		$437K Sell
9,217
-39
-0.4% -$1.83K 0.08% 168
2024
Q4 		$429K Buy
9,256
+36
+0.4% +$1.7K 0.08% 173
2024
Q3 		$447K Sell
9,220
-5,359
-37% -$257K 0.08% 173
2024
Q2 		$679K Buy
14,579
+606
+4% +$28.1K 0.1% 137
2024
Q1 		$657K Buy
13,973
+2,036
+17% +$95.8K 0.1% 142
2023
Q4 		$569K Buy
11,937
+809
+7% +$37K 0.09% 149
2023
Q3 		$504K Buy
11,128
+88
+0.8% +$4.08K 0.09% 158
2023
Q2 		$521K Buy
11,040
+6,360
+136% +$303K 0.09% 163
2023
Q1 		$225K Buy
4,680
+2,205
+89% +$105K 0.04% 233
2022
Q4 		$118K Buy
2,475
+1,670
+207% +$77.8K 0.02% 284
2022
Q3 		$37K Buy
+805
New +$39.2K 0.01% 410

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

Valley National Advisers's EAGG Position: Q2 2026 in Review

Valley National Advisers increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.3% in Q2 2026, buying an estimated $7.96K and bringing the position to 13,007 shares worth $617K. The position accounts for 0.07% of the portfolio, ranked #168.

Valley National Advisers first reported a position in EAGG in Q3 2022 and has held it in 16 quarters since. The position peaked at $679K in Q2 2024. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Valley National Advisers held 13,007 shares of iShares ESG Aware US Aggregate Bond ETF worth $617K as of Q2 2026.
  • Valley National Advisers bought 168 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $7.96K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.07% of Valley National Advisers's portfolio in Q2 2026, its #168 holding.
  • Valley National Advisers first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Valley National Advisers's iShares ESG Aware US Aggregate Bond ETF position peaked at $679K in Q2 2024.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.