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

AmeriFlex 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
2026
Q2 		$88.2K Buy
+1,861
New +$88.2K 0.04% 362
2025
Q3 		– Sell
-180
Closed -$8.56K – 1141
2025
Q2 		$8.56K Sell
180
-35
-16% -$1.64K ﹤0.01% 745
2025
Q1 		$10.2K Buy
215
+38
+21% +$1.78K ﹤0.01% 845
2024
Q4 		$8.29K Buy
+177
New +$8.36K ﹤0.01% 822

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

AmeriFlex Group's EAGG Position: Q2 2026 in Review

AmeriFlex Group opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026: 1,861 shares worth $88.2K. The stake represents 0.04% of the portfolio and ranks #362 among its holdings. This is a return to the name: AmeriFlex Group previously reported a position in EAGG as recently as Q2 2025.

AmeriFlex Group first reported a position in EAGG in Q4 2024 and has held it in 4 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • AmeriFlex Group held 1,861 shares of iShares ESG Aware US Aggregate Bond ETF worth $88.2K as of Q2 2026.
  • iShares ESG Aware US Aggregate Bond ETF was a new AmeriFlex Group position in Q2 2026.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.04% of AmeriFlex Group's portfolio in Q2 2026, its #362 holding.
  • AmeriFlex Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.