Bond & Devick Financial Network’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-8,455
Closed -$384K – 206
2026
Q2
$384K Buy
8,455
+2,668
+46% +$117K 0.09% 130
2026
Q1
$235K Sell
5,787
-1,461
-20% -$61.2K 0.07% 175
2025
Q4
$300K Buy
7,248
+754
+12% +$31.1K 0.08% 141
2025
Q3
$265K Buy
+6,494
New +$255K 0.08% 147

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

Bond & Devick Financial Network sold out of iShares ESG Aware Aggressive Allocation ETF (EAOA) in Q3 2026, closing a stake of 8,455 shares — an estimated $384K sold.

Bond & Devick Financial Network first reported a position in EAOA in Q3 2025 and held it in 4 quarters. The position peaked at $384K in Q2 2026. 0 funds tracked by Wall St. Rank hold EAOA as of Q3 2026.

  • Bond & Devick Financial Network reported no remaining iShares ESG Aware Aggressive Allocation ETF position as of Q3 2026 after selling out during the quarter.
  • Bond & Devick Financial Network sold 8,455 iShares ESG Aware Aggressive Allocation ETF shares in Q3 2026, an estimated $384K.
  • Bond & Devick Financial Network first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q3 2025 and held it in 4 quarters.
  • Bond & Devick Financial Network's iShares ESG Aware Aggressive Allocation ETF position peaked at $384K in Q2 2026.
  • 0 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q3 2026.

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