WANY
EAGG icon

Wealthspire Advisors (New York)’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Wealthspire Advisors (New York)’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 		$31.3M Sell
657,769
-10,933
-2% -$524K 0.25% 63
2025
Q4 		$32M Buy
668,702
+28,990
+5% +$1.39M 0.25% 60
2025
Q3 		$30.7M Buy
639,712
+20,805
+3% +$989K 0.16% 68
2025
Q2 		$29.4M Buy
618,907
+1,380
+0.2% +$64.8K 0.17% 66
2025
Q1 		$29.3M Buy
617,527
+9,965
+2% +$467K 0.18% 66
2024
Q4 		$28.2M Sell
607,562
-541,915
-47% -$25.6M 0.28% 55
2024
Q3 		$55.9M Buy
+1,149,477
New +$55M 0.57% 37

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

Wealthspire Advisors (New York)'s EAGG Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.6% in Q1 2026, selling an estimated $524K and leaving 657,769 shares worth $31.3M. The position accounts for 0.25% of the portfolio, ranked #63.

Wealthspire Advisors (New York) first reported a position in EAGG in Q3 2024 and has held it in 7 quarters since. The position peaked at $55.9M in Q3 2024. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Wealthspire Advisors (New York) held 657,769 shares of iShares ESG Aware US Aggregate Bond ETF worth $31.3M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 10,933 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $524K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.25% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #63 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Wealthspire Advisors (New York)'s iShares ESG Aware US Aggregate Bond ETF position peaked at $55.9M in Q3 2024.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.