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

Wingate Wealth 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
2026
Q1 		$1.93M Buy
40,545
+2,169
+6% +$104K 1.03% 27
2025
Q4 		$1.84M Buy
38,376
+506
+1% +$24.3K 1.02% 28
2025
Q3 		$1.82M Buy
37,870
+4,530
+14% +$215K 1.26% 26
2025
Q2 		$1.58M Sell
33,340
-3,985
-11% -$187K 1.41% 25
2025
Q1 		$1.77M Sell
37,325
-726
-2% -$34K 2.04% 14
2024
Q4 		$1.77M Buy
+38,051
New +$1.8M 1.74% 16

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

Wingate Wealth Advisors's EAGG Position: Q1 2026 in Review

Wingate Wealth Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 5.7% in Q1 2026, buying an estimated $104K and bringing the position to 40,545 shares worth $1.93M. The position accounts for 1.03% of the portfolio, ranked #27.

Wingate Wealth Advisors first reported a position in EAGG in Q4 2024 and has held it in 6 quarters since. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Wingate Wealth Advisors held 40,545 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.93M as of Q1 2026.
  • Wingate Wealth Advisors bought 2,169 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $104K.
  • iShares ESG Aware US Aggregate Bond ETF made up 1.03% of Wingate Wealth Advisors's portfolio in Q1 2026, its #27 holding.
  • Wingate Wealth Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Wingate Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.