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Apella Capital’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Apella Capital’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 		$11.1M Buy
236,196
+10,275
+5% +$487K 0.16% 109
2026
Q1 		$10.8M Buy
225,921
+10,139
+5% +$486K 0.16% 107
2025
Q4 		$10.3M Buy
215,782
+4,400
+2% +$212K 0.2% 91
2025
Q3 		$10.2M Buy
211,382
+15,648
+8% +$744K 0.23% 87
2025
Q2 		$9.21M Buy
195,734
+3,654
+2% +$172K 0.25% 75
2025
Q1 		$9.03M Sell
192,080
-2,231
-1% -$105K 0.31% 68
2024
Q4 		$9.02M Buy
194,311
+7,220
+4% +$341K 0.35% 52
2024
Q3 		$9.07M Sell
187,091
-2,075
-1% -$99.3K 0.37% 48
2024
Q2 		$8.86M Sell
189,166
-615
-0.3% -$28.5K 0.4% 48
2024
Q1 		$8.83M Buy
189,781
+11,946
+7% +$562K 0.45% 45
2023
Q4 		$8.42M Sell
177,835
-7,366
-4% -$337K 0.47% 46
2023
Q3 		$8.39M Buy
185,201
+9,323
+5% +$433K 0.59% 41
2023
Q2 		$8.3M Buy
+175,878
New +$8.38M 0.59% 41
2022
Q4 		$8.03M Buy
171,723
+6,998
+4% +$326K 0.73% 36
2022
Q3 		$7.65M Buy
164,725
+3,040
+2% +$148K 0.89% 29
2022
Q2 		$7.91M Buy
161,685
+393
+0.2% +$19.5K 0.94% 28
2022
Q1 		$8.33M Buy
161,292
+12,925
+9% +$685K 1.17% 24
2021
Q4 		$8.19M Buy
148,367
+27,381
+23% +$1.51M 1.04% 28
2021
Q3 		$6.67M Buy
120,986
+13,439
+12% +$748K 0.96% 27
2021
Q2 		$5.95M Buy
107,547
+16,123
+18% +$885K 0.98% 28
2021
Q1 		$5M Buy
91,424
+45,356
+98% +$2.51M 1.58% 23
2020
Q4 		$2.6M Buy
46,068
+15,319
+50% +$864K 0.91% 26
2020
Q3 		$1.74M Buy
30,749
+11,303
+58% +$642K 0.7% 33
2020
Q2 		$1.1M Buy
19,446
+478
+3% +$26.8K 0.51% 47
2020
Q1 		$1.05M Buy
+18,968
New +$1.03M 0.61% 46

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

Apella Capital's EAGG Position: Q2 2026 in Review

Apella Capital increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 4.5% in Q2 2026, buying an estimated $487K and bringing the position to 236,196 shares worth $11.1M. The position accounts for 0.16% of the portfolio, ranked #109.

Apella Capital first reported a position in EAGG in Q1 2020 and has held it in 25 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Apella Capital held 236,196 shares of iShares ESG Aware US Aggregate Bond ETF worth $11.1M as of Q2 2026.
  • Apella Capital bought 10,275 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $487K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.16% of Apella Capital's portfolio in Q2 2026, its #109 holding.
  • Apella Capital first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.