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

Western Wealth Management’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	$237K	Sell	4,998 -223	-4%	-$10.6K	0.01%	909
2026 Q1	$248K	Buy	5,221 +19	+0.4%	+$911	0.01%	857
2025 Q4	$249K	Buy	+5,202	New	+$250K	0.01%	728
2022 Q3	–	Sell	-11,926	Closed	-$583K	–	818
2022 Q2	$583K	Sell	11,926 -1,128	-9%	-$55.9K	0.03%	432
2022 Q1	$674K	Buy	13,054 +5,933	+83%	+$314K	0.03%	439
2021 Q4	$395K	Buy	+7,121	New	+$392K	0.04%	381
2021 Q2	$261K	Buy	4,714 +210	+5%	+$11.5K	0.03%	534
2021 Q1	$246K	Buy	+4,504	New	+$250K	0.03%	456

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

Western Wealth Management's EAGG Position: Q2 2026 in Review

Western Wealth Management reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 4.3% in Q2 2026, selling an estimated $10.6K and leaving 4,998 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #909.

Western Wealth Management first reported a position in EAGG in Q1 2021 and has held it in 8 quarters since. The position peaked at $674K in Q1 2022. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Western Wealth Management held 4,998 shares of iShares ESG Aware US Aggregate Bond ETF worth $237K as of Q2 2026.
Western Wealth Management sold 223 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $10.6K.
iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #909 holding.
Western Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2021 and has held it in 8 quarters since.
Western Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $674K in Q1 2022.
477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.