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ABLE Financial Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

ABLE Financial Group’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
2025
Q2 		– Sell
-5,267
Closed -$250K – 208
2025
Q1 		$250K Sell
5,267
-3
-0.1% -$141 0.07% 167
2024
Q4 		$245K Sell
5,270
-353
-6% -$16.7K 0.07% 170
2024
Q3 		$273K Buy
5,623
+82
+1% +$3.92K 0.08% 156
2024
Q2 		$258K Buy
+5,541
New +$257K 0.09% 145

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ABLE Financial Group's EAGG Position: Q2 2025 in Review

ABLE Financial Group sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2025, closing a stake of 5,267 shares — an estimated $250K sold.

ABLE Financial Group first reported a position in EAGG in Q2 2024 and held it in 4 quarters. The position peaked at $273K in Q3 2024. 416 funds tracked by Wall St. Rank hold EAGG as of Q2 2025.

  • ABLE Financial Group reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • ABLE Financial Group sold 5,267 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2025, an estimated $250K.
  • ABLE Financial Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2024 and held it in 4 quarters.
  • ABLE Financial Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $273K in Q3 2024.
  • 416 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2025.

Based on ABLE Financial Group's 13F filing for Q2 2025, filed 14 Jul 2025.