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EAGG icon

Buttonwood Financial Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Buttonwood Financial Group’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 		$326K Buy
6,876
+1,509
+28% +$71.5K 0.19% 26
2026
Q1 		$255K Buy
5,367
+1,150
+27% +$55.1K 0.16% 28
2025
Q4 		$202K Sell
4,217
-7,330
-63% -$352K 0.11% 31
2025
Q3 		$554K Sell
11,547
-67
-0.6% -$3.19K 0.24% 26
2025
Q2 		$546K Buy
11,614
+162
+1% +$7.61K 0.28% 24
2025
Q1 		$534K Buy
11,452
+3,160
+38% +$148K 0.31% 21
2024
Q4 		$386K Buy
8,292
+748
+10% +$35.3K 0.21% 23
2024
Q3 		$367K Buy
7,544
+797
+12% +$38.2K 0.22% 21
2024
Q2 		$312K Buy
6,747
+225
+3% +$10.4K 0.18% 26
2024
Q1 		$307K Buy
6,522
+1,627
+33% +$76.6K 0.18% 28
2023
Q4 		$234K Hold
4,895
– – 0.17% 27
2023
Q3 		$217K Sell
4,895
-352
-7% -$16.3K 0.16% 28
2023
Q2 		$247K Buy
5,247
+625
+14% +$29.8K 0.21% 23
2023
Q1 		$222K Buy
+4,622
New +$220K 0.22% 23

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 22.9% 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

Buttonwood Financial Group's EAGG Position: Q2 2026 in Review

Buttonwood Financial Group increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 28% in Q2 2026, buying an estimated $71.5K and bringing the position to 6,876 shares worth $326K. The position accounts for 0.19% of the portfolio, ranked #26.

Buttonwood Financial Group first reported a position in EAGG in Q1 2023 and has held it in 14 quarters since. The position peaked at $554K in Q3 2025. 480 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Buttonwood Financial Group held 6,876 shares of iShares ESG Aware US Aggregate Bond ETF worth $326K as of Q2 2026.
  • Buttonwood Financial Group bought 1,509 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $71.5K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.19% of Buttonwood Financial Group's portfolio in Q2 2026, its #26 holding.
  • Buttonwood Financial Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Buttonwood Financial Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $554K in Q3 2025.
  • 480 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Buttonwood Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.