Caliber Wealth Management (Kansas)’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Caliber Wealth Management (Kansas)’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	$562K	Sell	11,845 -713	-6%	-$33.8K	0.05%	179
2026 Q1	$597K	Buy	12,558 +202	+2%	+$9.68K	0.07%	162
2025 Q4	$591K	Sell	12,356 -394	-3%	-$18.9K	0.06%	162
2025 Q3	$612K	Buy	12,750 +164	+1%	+$7.8K	0.07%	159
2025 Q2	$598K	Buy	+12,586	New	+$591K	0.06%	171

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

Caliber Wealth Management (Kansas)'s EAGG Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 5.7% in Q2 2026, selling an estimated $33.8K and leaving 11,845 shares worth $562K. The position accounts for 0.05% of the portfolio, ranked #179.

Caliber Wealth Management (Kansas) first reported a position in EAGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $612K in Q3 2025. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Caliber Wealth Management (Kansas) held 11,845 shares of iShares ESG Aware US Aggregate Bond ETF worth $562K as of Q2 2026.
Caliber Wealth Management (Kansas) sold 713 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $33.8K.
iShares ESG Aware US Aggregate Bond ETF made up 0.05% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #179 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Caliber Wealth Management (Kansas)'s iShares ESG Aware US Aggregate Bond ETF position peaked at $612K in Q3 2025.
479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.