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Wealthstream Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Wealthstream 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
2025
Q3 		$677K Buy
14,087
+201
+1% +$9.56K 0.1% 69
2025
Q2 		$660K Sell
13,886
-74
-0.5% -$3.48K 0.11% 66
2025
Q1 		$663K Sell
13,960
-108
-0.8% -$5.06K 0.12% 64
2024
Q4 		$653K Buy
14,068
+636
+5% +$30K 0.12% 65
2024
Q3 		$653K Buy
13,432
+321
+2% +$15.4K 0.12% 63
2024
Q2 		$611K Buy
13,111
+938
+8% +$43.5K 0.22% 60
2024
Q1 		$573K Sell
12,173
-476
-4% -$22.4K 0.22% 64
2023
Q4 		$604K Sell
12,649
-9
-0.1% -$412 0.25% 56
2023
Q3 		$573K Hold
12,658
– – 0.3% 48
2023
Q2 		$597K Hold
12,658
– – 0.31% 44
2023
Q1 		$608K Buy
12,658
+258
+2% +$12.3K 0.36% 35
2022
Q4 		$580K Buy
12,400
+213
+2% +$9.93K 0.38% 37
2022
Q3 		$566K Buy
12,187
+108
+0.9% +$5.26K 0.61% 28
2022
Q2 		$591K Sell
12,079
-371
-3% -$18.4K 0.6% 27
2022
Q1 		$643K Buy
12,450
+4,217
+51% +$223K 0.56% 29
2021
Q4 		$454K Buy
+8,233
New +$453K 0.39% 40

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealthstream Advisors's EAGG Position: Q3 2025 in Review

Wealthstream Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.4% in Q3 2025, buying an estimated $9.56K and bringing the position to 14,087 shares worth $677K. The position accounts for 0.1% of the portfolio, ranked #69.

Wealthstream Advisors first reported a position in EAGG in Q4 2021 and has held it in 16 quarters since. 417 funds tracked by Wall St. Rank hold EAGG as of Q3 2025.

  • Wealthstream Advisors held 14,087 shares of iShares ESG Aware US Aggregate Bond ETF worth $677K as of Q3 2025.
  • Wealthstream Advisors bought 201 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2025, an estimated $9.56K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.1% of Wealthstream Advisors's portfolio in Q3 2025, its #69 holding.
  • Wealthstream Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • 417 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.