Braun-Bostich & Associates’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Braun-Bostich & Associates’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	$388K	Buy	8,180 +1	+0%	+$47	0.22%	76
2026 Q1	$389K	Buy	8,179 +589	+8%	+$28.2K	0.24%	70
2025 Q4	$363K	Buy	7,590 +508	+7%	+$24.4K	0.22%	75
2025 Q3	$340K	Buy	7,082 +168	+2%	+$7.99K	0.21%	80
2025 Q2	$329K	Sell	6,914 -218	-3%	-$10.2K	0.22%	80
2025 Q1	$339K	Buy	7,132 +1,088	+18%	+$51K	0.25%	75
2024 Q4	$281K	Sell	6,044 -420	-6%	-$19.8K	0.2%	81
2024 Q3	$314K	Buy	6,464 +692	+12%	+$33.1K	0.22%	76
2024 Q2	$269K	Buy	+5,772	New	+$268K	0.2%	84
2020 Q3	–	Sell	-149	Closed	-$8K	–	250
2020 Q2	$8K	Sell	149 -260	-64%	-$14.6K	0.01%	233
2020 Q1	$23K	Sell	409 -121	-23%	-$6.59K	0.03%	150
2019 Q4	$28K	Buy	+530	New	+$28.5K	0.03%	164

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

Braun-Bostich & Associates's EAGG Position: Q2 2026 in Review

Braun-Bostich & Associates increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.01% in Q2 2026, buying an estimated $47 and bringing the position to 8,180 shares worth $388K. The position accounts for 0.22% of the portfolio, ranked #76.

Braun-Bostich & Associates first reported a position in EAGG in Q4 2019 and has held it in 12 quarters since. The position peaked at $389K in Q1 2026. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Braun-Bostich & Associates held 8,180 shares of iShares ESG Aware US Aggregate Bond ETF worth $388K as of Q2 2026.
Braun-Bostich & Associates bought 1 iShares ESG Aware US Aggregate Bond ETF share in Q2 2026, an estimated $47.
iShares ESG Aware US Aggregate Bond ETF made up 0.22% of Braun-Bostich & Associates's portfolio in Q2 2026, its #76 holding.
Braun-Bostich & Associates first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2019 and has held it in 12 quarters since.
Braun-Bostich & Associates's iShares ESG Aware US Aggregate Bond ETF position peaked at $389K in Q1 2026.
477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.