Bond & Devick Financial Network’s iShares ESG Aware Moderate Allocation ETF EAOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$579K Buy
18,408
+3,257
+21% +$101K 0.14% 98
2026
Q1
$451K Buy
+15,151
New +$459K 0.13% 107

Other funds holding EAOM

Bond & Devick Financial Network's EAOM Position: Q2 2026 in Review

Bond & Devick Financial Network increased its iShares ESG Aware Moderate Allocation ETF (EAOM) stake by 21% in Q2 2026, buying an estimated $101K and bringing the position to 18,408 shares worth $579K. The position accounts for 0.14% of the portfolio, ranked #98.

Bond & Devick Financial Network first reported a position in EAOM in Q1 2026 and has held it in 2 quarters since. 2 funds tracked by Wall St. Rank hold EAOM as of Q2 2026.

  • Bond & Devick Financial Network held 18,408 shares of iShares ESG Aware Moderate Allocation ETF worth $579K as of Q2 2026.
  • Bond & Devick Financial Network bought 3,257 iShares ESG Aware Moderate Allocation ETF shares in Q2 2026, an estimated $101K.
  • iShares ESG Aware Moderate Allocation ETF made up 0.14% of Bond & Devick Financial Network's portfolio in Q2 2026, its #98 holding.
  • Bond & Devick Financial Network first reported a position in iShares ESG Aware Moderate Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • 2 funds tracked by Wall St. Rank held iShares ESG Aware Moderate Allocation ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.