Ameliora Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Ameliora Wealth 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	$201K	Sell	4,250 -5,750	-58%	-$272K	0.06%	107
2026 Q1	$476K	Hold	10,000	–	–	0.15%	70
2025 Q4	$479K	Hold	10,000	–	–	0.15%	72
2025 Q3	$480K	Hold	10,000	–	–	0.16%	70
2025 Q2	$475K	Sell	10,000 -8,000	-44%	-$376K	0.17%	71
2025 Q1	$855K	Hold	18,000	–	–	0.32%	44
2024 Q4	$836K	Hold	18,000	–	–	0.31%	47
2024 Q3	$875K	Hold	18,000	–	–	0.36%	41
2024 Q2	$839K	Buy	18,000 +7,317	+68%	+$339K	0.38%	44
2024 Q1	$503K	Hold	10,683	–	–	0.23%	60
2023 Q4	$510K	Hold	10,683	–	–	0.25%	57
2023 Q3	$484K	Hold	10,683	–	–	0.29%	51
2023 Q2	$504K	Hold	10,683	–	–	0.31%	53
2023 Q1	$5.13K	Buy	+10,683	New	+$509K	﹤0.01%	197

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

Ameliora Wealth Management's EAGG Position: Q2 2026 in Review

Ameliora Wealth Management reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 58% in Q2 2026, selling an estimated $272K and leaving 4,250 shares worth $201K. The position accounts for 0.06% of the portfolio, ranked #107.

Ameliora Wealth Management first reported a position in EAGG in Q1 2023 and has held it in 14 quarters since. The position peaked at $875K in Q3 2024. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Ameliora Wealth Management held 4,250 shares of iShares ESG Aware US Aggregate Bond ETF worth $201K as of Q2 2026.
Ameliora Wealth Management sold 5,750 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $272K.
iShares ESG Aware US Aggregate Bond ETF made up 0.06% of Ameliora Wealth Management's portfolio in Q2 2026, its #107 holding.
Ameliora Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Ameliora Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $875K in Q3 2024.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.