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

Arkadios 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
2026
Q2 		– Sell
-4,327
Closed -$206K – 1791
2026
Q1 		$206K Buy
+4,327
New +$207K ﹤0.01% 1559
2021
Q4 		– Sell
-30,404
Closed -$1.68M – 885
2021
Q3 		$1.68M Buy
30,404
+1,642
+6% +$91.4K 0.24% 102
2021
Q2 		$1.59M Buy
+28,762
New +$1.58M 0.19% 132

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

Arkadios Wealth Advisors's EAGG Position: Q2 2026 in Review

Arkadios Wealth Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026, closing a stake of 4,327 shares — an estimated $206K sold.

Arkadios Wealth Advisors first reported a position in EAGG in Q2 2021 and held it in 3 quarters. The position peaked at $1.68M in Q3 2021. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Arkadios Wealth Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 4,327 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $206K.
  • Arkadios Wealth Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.68M in Q3 2021.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.