Winthrop Capital Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Winthrop Capital 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	$10K	Hold	216	–	–	﹤0.01%	233
2026 Q1	$10K	Hold	216	–	–	﹤0.01%	237
2025 Q4	$10K	Hold	216	–	–	﹤0.01%	239
2025 Q3	$10K	Buy	216 +172	+391%	+$8.18K	﹤0.01%	219
2025 Q2	$2K	Hold	44	–	–	﹤0.01%	263
2025 Q1	$2K	Hold	44	–	–	﹤0.01%	242
2024 Q4	$2K	Buy	44 +12	+38%	+$567	﹤0.01%	254
2024 Q3	$2K	Hold	32	–	–	﹤0.01%	132
2024 Q2	$1K	Hold	32	–	–	﹤0.01%	140
2024 Q1	$2K	Hold	32	–	–	﹤0.01%	126
2023 Q4	$1.53K	Buy	+32	New	+$1.47K	﹤0.01%	241

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

Winthrop Capital Management's EAGG Position: Q2 2026 in Review

Winthrop Capital Management held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q2 2026 at 216 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Winthrop Capital Management first reported a position in EAGG in Q4 2023 and has held it in 11 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Winthrop Capital Management held 216 shares of iShares ESG Aware US Aggregate Bond ETF worth $10K as of Q2 2026.
Winthrop Capital Management left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Winthrop Capital Management's portfolio in Q2 2026, its #233 holding.
Winthrop Capital Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.