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Ariadne Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Ariadne Wealth 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
Q2 		$733K Buy
15,467
+37
+0.2% +$1.75K 0.32% 81
2026
Q1 		$734K Sell
15,430
-246
-2% -$11.8K 0.33% 72
2025
Q4 		$756K Buy
15,676
+11
+0.1% +$529 0.31% 72
2025
Q3 		$751K Sell
15,665
-248
-2% -$11.8K 0.34% 66
2025
Q2 		$757K Sell
15,913
-2,944
-16% -$138K 0.36% 60
2025
Q1 		$884K Buy
18,857
+580
+3% +$27.2K 0.46% 56
2024
Q4 		$854K Buy
18,277
+3,993
+28% +$189K 0.39% 55
2024
Q3 		$673K Buy
14,284
+29
+0.2% +$1.39K 0.37% 53
2024
Q2 		$664K Buy
+14,255
New +$661K 0.51% 45

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

Ariadne Wealth Management's EAGG Position: Q2 2026 in Review

Ariadne Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.24% in Q2 2026, buying an estimated $1.75K and bringing the position to 15,467 shares worth $733K. The position accounts for 0.32% of the portfolio, ranked #81.

Ariadne Wealth Management first reported a position in EAGG in Q2 2024 and has held it in 9 quarters since. The position peaked at $884K in Q1 2025. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Ariadne Wealth Management held 15,467 shares of iShares ESG Aware US Aggregate Bond ETF worth $733K as of Q2 2026.
  • Ariadne Wealth Management bought 37 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $1.75K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.32% of Ariadne Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Ariadne Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Ariadne Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $884K in Q1 2025.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.