Superior Planning, LLC’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Superior Planning, LLC’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	$198K	Buy	+4,383	New	+$204K	0.08%	165

Other funds holding EAGG

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Superior Planning, LLC's EAGG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q3 2026: 4,383 shares worth $198K. The stake represents 0.08% of the portfolio and ranks #165 among its holdings.

377 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

Superior Planning, LLC held 4,383 shares of iShares ESG Aware US Aggregate Bond ETF worth $198K as of Q3 2026.
iShares ESG Aware US Aggregate Bond ETF was a new Superior Planning, LLC position in Q3 2026.
iShares ESG Aware US Aggregate Bond ETF made up 0.08% of Superior Planning, LLC's portfolio in Q3 2026, its #165 holding.
377 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.