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

Benchmark 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
2025 Q2	$555K	Hold	11,684	–	–	0.25%	43
2025 Q1	$555K	Buy	11,684 +57	+0.5%	+$2.67K	0.27%	40
2024 Q4	$540K	Buy	11,627 +448	+4%	+$21.2K	0.27%	32
2024 Q3	$543K	Buy	11,179 +101	+0.9%	+$4.83K	0.27%	33
2024 Q2	$516K	Buy	11,078 +963	+10%	+$44.6K	0.28%	32
2024 Q1	$476K	Hold	10,115	–	–	0.26%	32
2023 Q4	$483K	Buy	10,115 +466	+5%	+$21.3K	0.29%	32
2023 Q3	$437K	Buy	9,649 +458	+5%	+$21.2K	0.28%	33
2023 Q2	$434K	Sell	9,191 -5,162	-36%	-$246K	0.26%	33
2023 Q1	$688K	Buy	14,353 +5,654	+65%	+$269K	0.44%	26
2022 Q4	$407K	Buy	+8,699	New	+$405K	0.29%	34

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

Benchmark Wealth Management's EAGG Position: Q2 2025 in Review

Benchmark Wealth Management held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q2 2025 at 11,684 shares worth $555K. The position accounts for 0.25% of the portfolio, ranked #43.

Benchmark Wealth Management first reported a position in EAGG in Q4 2022 and has held it in 11 quarters since. The position peaked at $688K in Q1 2023. 414 funds tracked by Wall St. Rank hold EAGG as of Q2 2025.

Benchmark Wealth Management held 11,684 shares of iShares ESG Aware US Aggregate Bond ETF worth $555K as of Q2 2025.
Benchmark Wealth Management left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q2 2025.
iShares ESG Aware US Aggregate Bond ETF made up 0.25% of Benchmark Wealth Management's portfolio in Q2 2025, its #43 holding.
Benchmark Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2022 and has held it in 11 quarters since.
Benchmark Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $688K in Q1 2023.
414 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.