B
EAGG icon

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

Birchbrook’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 		$287K Buy
6,044
+124
+2% +$5.88K 0.13% 73
2026
Q1 		$282K Buy
5,920
+114
+2% +$5.46K 0.14% 69
2025
Q4 		$278K Hold
5,806
– – 0.14% 65
2025
Q3 		$279K Hold
5,806
– – 0.14% 65
2025
Q2 		$276K Sell
5,806
-36
-0.6% -$1.69K 0.15% 63
2025
Q1 		$277K Sell
5,842
-634
-10% -$29.7K 0.16% 59
2024
Q4 		$301K Sell
6,476
-254
-4% -$12K 0.17% 53
2024
Q3 		$327K Buy
6,730
+82
+1% +$3.92K 0.18% 53
2024
Q2 		$310K Sell
6,648
-514
-7% -$23.8K 0.19% 53
2024
Q1 		$337K Buy
7,162
+1,466
+26% +$69K 0.2% 52
2023
Q4 		$272K Buy
+5,696
New +$261K 0.18% 58

Other funds holding EAGG

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return