BlueStem Wealth Partners’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

BlueStem Wealth Partners’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	$519K	Sell	10,940 -2,915	-21%	-$138K	0.05%	84
2026 Q1	$659K	Buy	13,855 +8,334	+151%	+$399K	0.07%	71
2025 Q4	$264K	Sell	5,521 -324	-6%	-$15.6K	0.03%	105
2025 Q3	$281K	Sell	5,845 -566	-9%	-$26.9K	0.03%	92
2025 Q2	$305K	Sell	6,411 -3,853	-38%	-$181K	0.04%	85
2025 Q1	$487K	Buy	10,264 +2,900	+39%	+$136K	0.07%	59
2024 Q4	$342K	Buy	+7,364	New	+$348K	0.04%	71

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

BlueStem Wealth Partners's EAGG Position: Q2 2026 in Review

BlueStem Wealth Partners reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 21% in Q2 2026, selling an estimated $138K and leaving 10,940 shares worth $519K. The position accounts for 0.05% of the portfolio, ranked #84.

BlueStem Wealth Partners first reported a position in EAGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $659K in Q1 2026. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

BlueStem Wealth Partners held 10,940 shares of iShares ESG Aware US Aggregate Bond ETF worth $519K as of Q2 2026.
BlueStem Wealth Partners sold 2,915 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $138K.
iShares ESG Aware US Aggregate Bond ETF made up 0.05% of BlueStem Wealth Partners's portfolio in Q2 2026, its #84 holding.
BlueStem Wealth Partners first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
BlueStem Wealth Partners's iShares ESG Aware US Aggregate Bond ETF position peaked at $659K in Q1 2026.
479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.