Capital Asset Advisory Services’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$417K Buy
8,729
+2,692
+45% +$129K 0.02% 204
2025
Q4
$289K Buy
6,037
+734
+14% +$35.3K 0.01% 241
2025
Q3
$255K Buy
5,303
+341
+7% +$16.2K 0.01% 248
2025
Q2
$235K Buy
+4,962
New +$233K 0.01% 245

Other funds holding EAGG

Capital Asset Advisory Services's EAGG Position: Q1 2026 in Review

Capital Asset Advisory Services increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 45% in Q1 2026, buying an estimated $129K and bringing the position to 8,729 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #204.

Capital Asset Advisory Services first reported a position in EAGG in Q2 2025 and has held it in 4 quarters since. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Capital Asset Advisory Services held 8,729 shares of iShares ESG Aware US Aggregate Bond ETF worth $417K as of Q1 2026.
  • Capital Asset Advisory Services bought 2,692 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $129K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.02% of Capital Asset Advisory Services's portfolio in Q1 2026, its #204 holding.
  • Capital Asset Advisory Services first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.