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Annis Gardner Whiting Capital Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-1,055
Closed -$50.2K – 587
2026
Q1 		$50.2K Hold
1,055
– – 0.01% 581
2025
Q4 		$50.5K Buy
1,055
+58
+6% +$2.79K 0.01% 528
2025
Q3 		$47.9K Buy
997
+116
+13% +$5.51K 0.01% 508
2025
Q2 		$41.9K Sell
881
-88
-9% -$4.13K 0.01% 447
2025
Q1 		$46K Hold
969
– – 0.02% 357
2024
Q4 		$45K Sell
969
-64
-6% -$3.02K 0.01% 357
2024
Q3 		$50.2K Sell
1,033
-124
-11% -$5.94K 0.01% 366
2024
Q2 		$53.9K Sell
1,157
-154
-12% -$7.14K 0.02% 392
2024
Q1 		$61.7K Sell
1,311
-220
-14% -$10.4K 0.02% 354
2023
Q4 		$73.1K Buy
1,531
+60
+4% +$2.75K 0.03% 262
2023
Q3 		$66.6K Buy
+1,471
New +$68.2K 0.04% 258

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 22.9% 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

Annis Gardner Whiting Capital Advisors's EAGG Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026, closing a stake of 1,055 shares — an estimated $50.2K sold.

Annis Gardner Whiting Capital Advisors first reported a position in EAGG in Q3 2023 and held it in 11 quarters. The position peaked at $73.1K in Q4 2023. 480 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 1,055 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $50.2K.
  • Annis Gardner Whiting Capital Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $73.1K in Q4 2023.
  • 480 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.