Brookstone Capital Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Brookstone Capital Management’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	$2.62M	Buy	55,158 +4,180	+8%	+$198K	0.03%	448
2026 Q1	$2.42M	Buy	50,978 +7,681	+18%	+$368K	0.03%	425
2025 Q4	$2.07M	Buy	43,297 +3,349	+8%	+$161K	0.02%	444
2025 Q3	$1.92M	Buy	39,948 +3,537	+10%	+$168K	0.02%	460
2025 Q2	$1.73M	Sell	36,411 -1,495	-4%	-$70.2K	0.02%	453
2025 Q1	$1.8M	Sell	37,906 -1,092	-3%	-$51.2K	0.03%	432
2024 Q4	$1.81M	Buy	38,998 +2,098	+6%	+$99.1K	0.03%	395
2024 Q3	$1.79M	Buy	36,900 +1,306	+4%	+$62.5K	0.03%	393
2024 Q2	$1.68M	Buy	35,594 +294	+0.8%	+$13.6K	0.03%	400
2024 Q1	$1.66M	Sell	35,300 -1,962	-5%	-$92.3K	0.03%	387
2023 Q4	$1.78M	Sell	37,262 -3,123	-8%	-$143K	0.03%	350
2023 Q3	$1.78M	Sell	40,385 -137	-0.3%	-$6.36K	0.04%	327
2023 Q2	$1.88M	Sell	40,522 -71	-0.2%	-$3.38K	0.04%	321
2023 Q1	$1.94M	Sell	40,593 -4,333	-10%	-$206K	0.04%	327
2022 Q4	$2.14M	Sell	44,926 -47,568	-51%	-$2.22M	0.04%	300
2022 Q3	$4.25M	Sell	92,494 -30,977	-25%	-$1.51M	0.1%	191
2022 Q2	$6.04M	Sell	123,471 -12,577	-9%	-$623K	0.13%	152
2022 Q1	$6.84M	Buy	136,048 +2,003	+1%	+$106K	0.13%	152
2021 Q4	$7.27M	Buy	134,045 +12,688	+10%	+$698K	0.13%	140
2021 Q3	$6.68M	Buy	121,357 +7,116	+6%	+$396K	0.12%	150
2021 Q2	$6.32M	Buy	114,241 +26,387	+30%	+$1.45M	0.11%	158
2021 Q1	$4.81M	Buy	87,854 +19,107	+28%	+$1.06M	0.18%	106
2020 Q4	$3.89M	Buy	68,747 +14,300	+26%	+$806K	0.15%	117
2020 Q3	$3.08M	Buy	54,447 +6,329	+13%	+$359K	0.14%	107
2020 Q2	$2.72M	Buy	+48,118	New	+$2.69M	0.17%	89

Other funds holding EAGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Brookstone Capital Management's EAGG Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 8.2% in Q2 2026, buying an estimated $198K and bringing the position to 55,158 shares worth $2.62M. The position accounts for 0.03% of the portfolio, ranked #448.

Brookstone Capital Management first reported a position in EAGG in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.27M in Q4 2021. 78 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Brookstone Capital Management held 55,158 shares of iShares ESG Aware US Aggregate Bond ETF worth $2.62M as of Q2 2026.
Brookstone Capital Management bought 4,180 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $198K.
iShares ESG Aware US Aggregate Bond ETF made up 0.03% of Brookstone Capital Management's portfolio in Q2 2026, its #448 holding.
Brookstone Capital Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2020 and has held it in 25 quarters since.
Brookstone Capital Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $7.27M in Q4 2021.
78 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.