AIM
EAGG icon

Archer Investment Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Archer Investment Management’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
Q3 		$2.84M Buy
62,788
+14,519
+30% +$675K 0.9% 29
2026
Q2 		$2.29M Sell
48,269
-88,208
-65% -$4.18M 0.78% 37
2026
Q1 		$6.49M Buy
136,477
+110,634
+428% +$5.3M 2.73% 9
2025
Q4 		$1.24M Buy
+25,843
New +$1.24M 0.67% 44

Other funds holding EAGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return
NCM
Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

Archer Investment Management's EAGG Position: Q3 2026 in Review

Archer Investment Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 30% in Q3 2026, buying an estimated $675K and bringing the position to 62,788 shares worth $2.84M. The position accounts for 0.9% of the portfolio, ranked #29.

Archer Investment Management first reported a position in EAGG in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.49M in Q1 2026. 76 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

  • Archer Investment Management held 62,788 shares of iShares ESG Aware US Aggregate Bond ETF worth $2.84M as of Q3 2026.
  • Archer Investment Management bought 14,519 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $675K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.9% of Archer Investment Management's portfolio in Q3 2026, its #29 holding.
  • Archer Investment Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Archer Investment Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $6.49M in Q1 2026.
  • 76 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on Archer Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.