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Bluestem Financial Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Bluestem Financial 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 		$7.31M Buy
154,210
+15,445
+11% +$732K 2.56% 6
2026
Q1 		$6.6M Sell
138,765
-279
-0.2% -$13.4K 2.55% 6
2025
Q4 		$6.65M Sell
139,044
-987
-0.7% -$47.4K 2.57% 6
2025
Q3 		$6.73M Buy
140,031
+1,728
+1% +$82.2K 2.63% 6
2025
Q2 		$6.57M Buy
138,303
+16,143
+13% +$758K 2.82% 7
2025
Q1 		$5.8M Buy
122,160
+2,609
+2% +$122K 2.71% 7
2024
Q4 		$5.55M Buy
119,551
+14,436
+14% +$682K 2.61% 7
2024
Q3 		$5.11M Buy
105,115
+41,756
+66% +$2M 2.38% 9
2024
Q2 		$2.95M Buy
63,359
+14,106
+29% +$654K 1.49% 15
2024
Q1 		$2.32M Buy
49,253
+10,521
+27% +$495K 1.2% 16
2023
Q4 		$1.85M Buy
38,732
+4,127
+12% +$189K 1.08% 17
2023
Q3 		$1.57M Buy
34,605
+1,554
+5% +$72.1K 0.96% 17
2023
Q2 		$1.56M Buy
33,051
+15,831
+92% +$754K 0.94% 17
2023
Q1 		$828K Buy
17,220
+62
+0.4% +$2.95K 0.51% 19
2022
Q4 		$802K Buy
17,158
+115
+0.7% +$5.36K 0.53% 19
2022
Q3 		$791K Buy
17,043
+9,551
+127% +$465K 0.56% 18
2022
Q2 		$367K Buy
+7,492
New +$371K 0.26% 22

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

Bluestem Financial Advisors's EAGG Position: Q2 2026 in Review

Bluestem Financial Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 11% in Q2 2026, buying an estimated $732K and bringing the position to 154,210 shares worth $7.31M. The position accounts for 2.56% of the portfolio, ranked #6.

Bluestem Financial Advisors first reported a position in EAGG in Q2 2022 and has held it in 17 quarters since. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Bluestem Financial Advisors held 154,210 shares of iShares ESG Aware US Aggregate Bond ETF worth $7.31M as of Q2 2026.
  • Bluestem Financial Advisors bought 15,445 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $732K.
  • iShares ESG Aware US Aggregate Bond ETF made up 2.56% of Bluestem Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • Bluestem Financial Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Bluestem Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.