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

Bragg 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 		$281K Buy
5,917
+296
+5% +$14K 0.01% 340
2026
Q1 		$267K Sell
5,621
-21
-0.4% -$1.01K 0.01% 332
2025
Q4 		$270K Buy
5,642
+591
+12% +$28.4K 0.01% 323
2025
Q3 		$243K Buy
5,051
+1
+0% +$48 0.01% 327
2025
Q2 		$240K Buy
5,050
+104
+2% +$4.88K 0.01% 329
2025
Q1 		$235K Buy
+4,946
New +$232K 0.01% 319

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

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

Bragg Financial Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 5.3% in Q2 2026, buying an estimated $14K and bringing the position to 5,917 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #340.

Bragg Financial Advisors first reported a position in EAGG in Q1 2025 and has held it in 6 quarters since. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Bragg Financial Advisors held 5,917 shares of iShares ESG Aware US Aggregate Bond ETF worth $281K as of Q2 2026.
  • Bragg Financial Advisors bought 296 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $14K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Bragg Financial Advisors's portfolio in Q2 2026, its #340 holding.
  • Bragg Financial Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.