Arbor Trust Wealth Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Arbor Trust Wealth 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
2025 Q2	–	Sell	-4,346	Closed	-$206K	–	86
2025 Q1	$206K	Hold	4,346	–	–	0.1%	92
2024 Q4	$202K	Hold	4,346	–	–	0.09%	90
2024 Q3	$203K	Hold	4,346	–	–	0.11%	93
2024 Q2	$203K	Buy	+4,346	New	+$201K	0.11%	93
2024 Q1	–	Sell	-4,346	Closed	-$207K	–	100
2023 Q4	$207K	Buy	+4,346	New	+$199K	0.12%	90
2023 Q3	–	Sell	-4,346	Closed	-$205K	–	92
2023 Q2	$205K	Hold	4,346	–	–	0.13%	93
2023 Q1	$209K	Hold	4,346	–	–	0.14%	93
2022 Q4	$203K	Hold	4,346	–	–	0.14%	98
2022 Q3	$202K	Hold	4,346	–	–	0.15%	91
2022 Q2	$213K	Hold	4,346	–	–	0.15%	95
2022 Q1	$224K	Hold	4,346	–	–	0.13%	98
2021 Q4	$240K	Hold	4,346	–	–	0.14%	94
2021 Q3	$240K	Hold	4,346	–	–	0.15%	91
2021 Q2	$240K	Hold	4,346	–	–	0.15%	92
2021 Q1	$238K	Hold	4,346	–	–	0.16%	85
2020 Q4	$246K	Hold	4,346	–	–	0.18%	81
2020 Q3	$245K	Hold	4,346	–	–	0.21%	72
2020 Q2	$246K	Hold	4,346	–	–	0.22%	74
2020 Q1	$241K	Buy	+4,346	New	+$237K	0.25%	73

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Arbor Trust Wealth Advisors's EAGG Position: Q2 2025 in Review

Arbor Trust Wealth Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2025, closing a stake of 4,346 shares — an estimated $206K sold.

Arbor Trust Wealth Advisors first reported a position in EAGG in Q1 2020 and held it in 19 quarters. The position peaked at $246K in Q4 2020. 417 funds tracked by Wall St. Rank hold EAGG as of Q2 2025.

Arbor Trust Wealth Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
Arbor Trust Wealth Advisors sold 4,346 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2025, an estimated $206K.
Arbor Trust Wealth Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2020 and held it in 19 quarters.
Arbor Trust Wealth Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $246K in Q4 2020.
417 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2025.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.