WealthShield Partners’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

WealthShield Partners’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	–	Sell	-108	Closed	-$5.13K	–	442
2026 Q1	$5.13K	Buy	108 +10	+10%	+$479	﹤0.01%	553
2025 Q4	$4.69K	Hold	98	–	–	﹤0.01%	528
2025 Q3	$4.71K	Hold	98	–	–	﹤0.01%	527
2025 Q2	$4.66K	Hold	98	–	–	﹤0.01%	515
2025 Q1	$4.65K	Hold	98	–	–	﹤0.01%	500
2024 Q4	$4.55K	Sell	98 -610	-86%	-$28.8K	﹤0.01%	462
2024 Q3	$34.4K	Hold	708	–	–	﹤0.01%	403
2024 Q2	$33K	Sell	708 -65	-8%	-$3.01K	0.01%	376
2024 Q1	$36.4K	Hold	773	–	–	0.01%	360
2023 Q4	$36.9K	Hold	773	–	–	0.01%	373
2023 Q3	$35K	Buy	773 +22	+3%	+$1.02K	0.01%	386
2023 Q2	$35.4K	Hold	751	–	–	0.01%	398
2023 Q1	$36.1K	Buy	+751	New	+$35.8K	0.01%	394

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

WealthShield Partners's EAGG Position: Q2 2026 in Review

WealthShield Partners sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026, closing a stake of 108 shares — an estimated $5.13K sold.

WealthShield Partners first reported a position in EAGG in Q1 2023 and held it in 13 quarters. The position peaked at $36.9K in Q4 2023. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

WealthShield Partners reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 108 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $5.13K.
WealthShield Partners first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and held it in 13 quarters.
WealthShield Partners's iShares ESG Aware US Aggregate Bond ETF position peaked at $36.9K in Q4 2023.
479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.