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Capital Analysts LLC’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Capital Analysts LLC’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 		$1.31M Buy
27,572
+9,658
+54% +$458K 0.03% 327
2026
Q1 		$852K Buy
17,914
+3,861
+27% +$185K 0.02% 356
2025
Q4 		$672K Sell
14,053
-124
-0.9% -$5.96K 0.02% 381
2025
Q3 		$681K Buy
14,177
+405
+3% +$19.3K 0.02% 371
2025
Q2 		$654K Buy
13,772
+1,472
+12% +$69.1K 0.02% 348
2025
Q1 		$584K Buy
12,300
+1,956
+19% +$91.7K 0.02% 341
2024
Q4 		$481K Buy
10,344
+177
+2% +$8.36K 0.02% 337
2024
Q3 		$494K Buy
10,167
+581
+6% +$27.8K 0.02% 329
2024
Q2 		$447K Sell
9,586
-98
-1% -$4.54K 0.02% 346
2024
Q1 		$456K Buy
9,684
+88
+0.9% +$4.14K 0.02% 324
2023
Q4 		$458K Buy
9,596
+1,598
+20% +$73.2K 0.02% 322
2023
Q3 		$362K Buy
7,998
+5,123
+178% +$238K 0.02% 335
2023
Q2 		$136K Buy
2,875
+363
+14% +$17.3K 0.01% 424
2023
Q1 		$121K Buy
2,512
+1,993
+384% +$94.9K 0.01% 441
2022
Q4 		$24K Hold
519
– – ﹤0.01% 728
2022
Q3 		$24K Hold
519
– – ﹤0.01% 690
2022
Q2 		$25K Hold
519
– – ﹤0.01% 666
2022
Q1 		$27K Buy
+519
New +$27.5K ﹤0.01% 636

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 22.96% 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

Capital Analysts LLC's EAGG Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 54% in Q2 2026, buying an estimated $458K and bringing the position to 27,572 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #327.

Capital Analysts LLC first reported a position in EAGG in Q1 2022 and has held it in 18 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Capital Analysts LLC held 27,572 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.31M as of Q2 2026.
  • Capital Analysts LLC bought 9,658 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $458K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.03% of Capital Analysts LLC's portfolio in Q2 2026, its #327 holding.
  • Capital Analysts LLC first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.