Avantax Advisory Services’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Avantax Advisory Services’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	$1.44M	Buy	30,288 +2,110	+7%	+$99.1K	0.01%	963
2025 Q1	$1.34M	Buy	28,178 +5,839	+26%	+$274K	0.01%	944
2024 Q4	$1.04M	Buy	22,339 +5,771	+35%	+$273K	0.01%	1022
2024 Q3	$805K	Buy	16,568 +812	+5%	+$38.9K	0.01%	1139
2024 Q2	$734K	Buy	15,756 +728	+5%	+$33.7K	0.01%	1142
2024 Q1	$707K	Sell	15,028 -750	-5%	-$35.3K	0.01%	891
2023 Q4	$753K	Buy	15,778 +833	+6%	+$38.1K	0.01%	827
2023 Q3	$677K	Buy	14,945 +1,768	+13%	+$82K	0.01%	820
2023 Q2	$622K	Buy	13,177 +2,796	+27%	+$133K	0.01%	861
2023 Q1	$499K	Buy	+10,381	New	+$494K	0.01%	915

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Avantax Advisory Services's EAGG Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 7.5% in Q2 2025, buying an estimated $99.1K and bringing the position to 30,288 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #963.

Avantax Advisory Services first reported a position in EAGG in Q1 2023 and has held it in 10 quarters since. 415 funds tracked by Wall St. Rank hold EAGG as of Q2 2025.

Avantax Advisory Services held 30,288 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.44M as of Q2 2025.
Avantax Advisory Services bought 2,110 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2025, an estimated $99.1K.
iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #963 holding.
Avantax Advisory Services first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and has held it in 10 quarters since.
415 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.