Arax Advisory Partners’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Arax Advisory Partners’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	$633K	Buy	+13,359	New	+$633K	﹤0.01%	1480
2026 Q1	–	Sell	-1,381	Closed	-$66.1K	–	3949
2025 Q4	$66.1K	Buy	+1,381	New	+$66.4K	﹤0.01%	1482
2020 Q4	$391K	Hold	6,921	–	–	0.06%	107
2020 Q3	$391K	Buy	+6,921	New	+$393K	0.07%	100

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

Arax Advisory Partners's EAGG Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026: 13,359 shares worth $633K. The stake represents ﹤0.01% of the portfolio and ranks #1480 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in EAGG as recently as Q4 2025.

Arax Advisory Partners first reported a position in EAGG in Q3 2020 and has held it in 4 quarters since. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Arax Advisory Partners held 13,359 shares of iShares ESG Aware US Aggregate Bond ETF worth $633K as of Q2 2026.
iShares ESG Aware US Aggregate Bond ETF was a new Arax Advisory Partners position in Q2 2026.
iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1480 holding.
Arax Advisory Partners first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2020 and has held it in 4 quarters since.
477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.