Zenith Solutions
EAGG icon

Zenith Solutions’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Zenith Solutions’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
Q3 		$892K Sell
19,705
-1,924
-9% -$89.5K 0.79% 37
2026
Q2 		$1.03M Buy
+21,629
New +$1.02M 0.93% 33

Other funds holding EAGG

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Zenith Solutions's EAGG Position: Q3 2026 in Review

Zenith Solutions reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 8.9% in Q3 2026, selling an estimated $89.5K and leaving 19,705 shares worth $892K. The position accounts for 0.79% of the portfolio, ranked #37.

Zenith Solutions first reported a position in EAGG in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.03M in Q2 2026. 457 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

  • Zenith Solutions held 19,705 shares of iShares ESG Aware US Aggregate Bond ETF worth $892K as of Q3 2026.
  • Zenith Solutions sold 1,924 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $89.5K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.79% of Zenith Solutions's portfolio in Q3 2026, its #37 holding.
  • Zenith Solutions first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Zenith Solutions's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.03M in Q2 2026.
  • 457 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on Zenith Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.