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

Wealth Alliance’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 		$524K Sell
11,054
-789
-7% -$37.4K 0.04% 309
2026
Q1 		$563K Buy
11,843
+6,043
+104% +$290K 0.06% 268
2025
Q4 		$278K Sell
5,800
-576
-9% -$27.7K 0.03% 448
2025
Q3 		$306K Sell
6,376
-464
-7% -$22.1K 0.03% 409
2025
Q2 		$325K Sell
6,840
-3,613
-35% -$170K 0.04% 384
2025
Q1 		$496K Buy
10,453
+4,094
+64% +$192K 0.06% 279
2024
Q4 		$295K Buy
6,359
+735
+13% +$34.7K 0.04% 388
2024
Q3 		$273K Sell
5,624
-1,754
-24% -$84K 0.03% 415
2024
Q2 		$344K Sell
7,378
-1,462
-17% -$67.8K 0.04% 353
2024
Q1 		$416K Buy
8,840
+27
+0.3% +$1.27K 0.05% 311
2023
Q4 		$421K Sell
8,813
-4,706
-35% -$215K 0.06% 290
2023
Q3 		$612K Buy
13,519
+5,322
+65% +$247K 0.1% 204
2023
Q2 		$387K Sell
8,197
-2,889
-26% -$138K 0.06% 311
2023
Q1 		$533K Buy
+11,086
New +$528K 0.09% 229
2022
Q3 		– Sell
-8,617
Closed -$422K – 462
2022
Q2 		$422K Buy
+8,617
New +$427K 0.08% 240

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

Wealth Alliance's EAGG Position: Q2 2026 in Review

Wealth Alliance reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 6.7% in Q2 2026, selling an estimated $37.4K and leaving 11,054 shares worth $524K. The position accounts for 0.04% of the portfolio, ranked #309.

Wealth Alliance first reported a position in EAGG in Q2 2022 and has held it in 15 quarters since. The position peaked at $612K in Q3 2023. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Wealth Alliance held 11,054 shares of iShares ESG Aware US Aggregate Bond ETF worth $524K as of Q2 2026.
  • Wealth Alliance sold 789 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $37.4K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.04% of Wealth Alliance's portfolio in Q2 2026, its #309 holding.
  • Wealth Alliance first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2022 and has held it in 15 quarters since.
  • Wealth Alliance's iShares ESG Aware US Aggregate Bond ETF position peaked at $612K in Q3 2023.
  • 479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

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