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Wedbush Securities’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Wedbush Securities’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 		$477K Buy
10,023
+816
+9% +$39.1K 0.01% 696
2025
Q4 		$441K Sell
9,207
-103
-1% -$4.95K 0.01% 724
2025
Q3 		$447K Sell
9,310
-114
-1% -$5.42K 0.01% 698
2025
Q2 		$448K Sell
9,424
-42
-0.4% -$1.97K 0.02% 676
2025
Q1 		$449K Buy
9,466
+1,835
+24% +$86K 0.02% 653
2024
Q4 		$354K Sell
7,631
-5,280
-41% -$249K 0.01% 749
2024
Q3 		$627K Sell
12,911
-5
-0% -$239 0.02% 519
2024
Q2 		$602K Sell
12,916
-265
-2% -$12.3K 0.02% 556
2024
Q1 		$620K Buy
13,181
+4,755
+56% +$224K 0.02% 562
2023
Q4 		$402K Sell
8,426
-735
-8% -$33.7K 0.02% 642
2023
Q3 		$415K Buy
9,161
+2,995
+49% +$139K 0.02% 588
2023
Q2 		$291K Hold
6,166
– – 0.01% 773
2023
Q1 		$296K Buy
+6,166
New +$294K 0.01% 760
2021
Q3 		– Sell
-180,614
Closed -$9.99M – 1191
2021
Q2 		$9.99M Buy
180,614
+20,844
+13% +$1.14M 0.47% 27
2021
Q1 		$8.74M Buy
159,770
+69,500
+77% +$3.85M 0.48% 29
2020
Q4 		$5.1M Buy
90,270
+2,824
+3% +$159K 0.45% 40
2020
Q3 		$4.94M Buy
87,446
+18,945
+28% +$1.08M 0.47% 36
2020
Q2 		$3.87M Buy
68,501
+51,640
+306% +$2.89M 0.37% 56
2020
Q1 		$934K Sell
16,861
-2,934
-15% -$160K 0.11% 190
2019
Q4 		$1.06M Buy
19,795
+11,688
+144% +$630K 0.09% 225
2019
Q3 		$439K Buy
+8,107
New +$436K 0.04% 493

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

Wedbush Securities's EAGG Position: Q1 2026 in Review

Wedbush Securities increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 8.9% in Q1 2026, buying an estimated $39.1K and bringing the position to 10,023 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #696.

Wedbush Securities first reported a position in EAGG in Q3 2019 and has held it in 21 quarters since. The position peaked at $9.99M in Q2 2021. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Wedbush Securities held 10,023 shares of iShares ESG Aware US Aggregate Bond ETF worth $477K as of Q1 2026.
  • Wedbush Securities bought 816 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $39.1K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #696 holding.
  • Wedbush Securities first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2019 and has held it in 21 quarters since.
  • Wedbush Securities's iShares ESG Aware US Aggregate Bond ETF position peaked at $9.99M in Q2 2021.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.