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BFG
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
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
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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