Bond & Devick Financial Network
EAGG icon

Bond & Devick Financial Network’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Bond & Devick Financial Network’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
Q3 		$4.65M Sell
102,816
-18,026
-15% -$839K 1.12% 20
2026
Q2 		$5.73M Buy
120,842
+11,229
+10% +$532K 1.41% 19
2026
Q1 		$5.21M Buy
109,613
+11,642
+12% +$558K 1.45% 18
2025
Q4 		$4.69M Buy
97,971
+1,882
+2% +$90.5K 1.32% 20
2025
Q3 		$4.62M Buy
96,089
+17,407
+22% +$828K 1.39% 18
2025
Q2 		$3.74M Buy
78,682
+2,323
+3% +$109K 1.24% 18
2025
Q1 		$3.63M Buy
76,359
+18,097
+31% +$848K 1.32% 20
2024
Q4 		$2.83M Hold
58,262
– – 1.21% 19
2024
Q3 		$2.83M Buy
58,262
+6,791
+13% +$325K 1.21% 19
2024
Q2 		$2.4M Buy
51,471
+498
+1% +$23.1K 1.29% 16
2024
Q1 		$2.4M Buy
50,973
+1,750
+4% +$82.3K 1.3% 15
2023
Q4 		$2.35M Sell
49,223
-3,868
-7% -$177K 1.34% 15
2023
Q3 		$2.41M Buy
53,091
+2,762
+5% +$128K 1.55% 15
2023
Q2 		$2.37M Buy
50,329
+6,773
+16% +$323K 1.47% 14
2023
Q1 		$2.09M Buy
43,556
+17,235
+65% +$821K 1.34% 15
2022
Q4 		$1.23M Buy
26,321
+793
+3% +$37K 0.88% 20
2022
Q3 		$1.19M Buy
25,528
+3,789
+17% +$185K 0.98% 20
2022
Q2 		$1.06M Buy
21,739
+16,741
+335% +$829K 0.93% 21
2022
Q1 		$258K Sell
4,998
-1,241
-20% -$65.7K 0.21% 95
2021
Q4 		$344K Hold
6,239
– – 0.26% 81
2021
Q3 		$344K Hold
6,239
– – 0.29% 77
2021
Q2 		$345K Hold
6,239
– – 0.28% 76
2021
Q1 		$341K Buy
6,239
+27
+0.4% +$1.5K 0.32% 73
2020
Q4 		$351K Buy
+6,212
New +$350K 0.4% 67

Other funds holding EAGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Garde Capital
Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Bluestem Financial Advisors
Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return

Bond & Devick Financial Network's EAGG Position: Q3 2026 in Review

Bond & Devick Financial Network reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 15% in Q3 2026, selling an estimated $839K and leaving 102,816 shares worth $4.65M. The position accounts for 1.12% of the portfolio, ranked #20.

Bond & Devick Financial Network first reported a position in EAGG in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.73M in Q2 2026. 192 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

  • Bond & Devick Financial Network held 102,816 shares of iShares ESG Aware US Aggregate Bond ETF worth $4.65M as of Q3 2026.
  • Bond & Devick Financial Network sold 18,026 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $839K.
  • iShares ESG Aware US Aggregate Bond ETF made up 1.12% of Bond & Devick Financial Network's portfolio in Q3 2026, its #20 holding.
  • Bond & Devick Financial Network first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • Bond & Devick Financial Network's iShares ESG Aware US Aggregate Bond ETF position peaked at $5.73M in Q2 2026.
  • 192 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on Bond & Devick Financial Network's 13F filing for Q3 2026, filed 23 Oct 2026.