Aspiriant LLC’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Aspiriant LLC’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 Q1	$2.12M	Sell	44,646 -1,348	-3%	-$64.6K	0.06%	104
2025 Q4	$2.2M	Buy	45,994 +21,809	+90%	+$1.05M	0.06%	99
2025 Q3	$1.16M	Hold	24,185	–	–	0.04%	136
2025 Q2	$1.15M	Hold	24,185	–	–	0.04%	138
2025 Q1	$1.15M	Sell	24,185 -2,154	-8%	-$101K	0.04%	135
2024 Q4	$1.22M	Hold	26,339	–	–	0.04%	129
2024 Q3	$1.28M	Hold	26,339	–	–	0.05%	126
2024 Q2	$1.23M	Hold	26,339	–	–	0.05%	127
2024 Q1	$1.24M	Sell	26,339 -406	-2%	-$19.1K	0.05%	131
2023 Q4	$1.28M	Buy	+26,745	New	+$1.22M	0.06%	126

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aspiriant LLC's EAGG Position: Q1 2026 in Review

Aspiriant LLC reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 2.9% in Q1 2026, selling an estimated $64.6K and leaving 44,646 shares worth $2.12M. The position accounts for 0.06% of the portfolio, ranked #104.

Aspiriant LLC first reported a position in EAGG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.2M in Q4 2025. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

Aspiriant LLC held 44,646 shares of iShares ESG Aware US Aggregate Bond ETF worth $2.12M as of Q1 2026.
Aspiriant LLC sold 1,348 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $64.6K.
iShares ESG Aware US Aggregate Bond ETF made up 0.06% of Aspiriant LLC's portfolio in Q1 2026, its #104 holding.
Aspiriant LLC first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Aspiriant LLC's iShares ESG Aware US Aggregate Bond ETF position peaked at $2.2M in Q4 2025.
468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.