Cary Street Partners Investment Advisory’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Cary Street Partners Investment Advisory’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	$208K	Buy	4,385 +797	+22%	+$37.8K	0.04%	369
2026 Q1	$171K	Sell	3,588 -503	-12%	-$24.1K	0.04%	371
2025 Q4	$196K	Buy	+4,091	New	+$197K	0.05%	334
2023 Q4	–	Sell	-3,145	Closed	-$142K	–	928
2023 Q3	$142K	Sell	3,145 -13,966	-82%	-$648K	0.01%	630
2023 Q2	$807K	Hold	17,111	–	–	0.05%	295
2023 Q1	$822K	Hold	17,111	–	–	0.06%	269
2022 Q4	$800K	Hold	17,111	–	–	0.06%	270
2022 Q3	$795K	Buy	17,111 +2,930	+21%	+$143K	0.07%	255
2022 Q2	$694K	Buy	+14,181	New	+$702K	0.06%	258

Other funds holding EAGG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Cary Street Partners Investment Advisory's EAGG Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 22% in Q2 2026, buying an estimated $37.8K and bringing the position to 4,385 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #369.

Cary Street Partners Investment Advisory first reported a position in EAGG in Q2 2022 and has held it in 9 quarters since. The position peaked at $822K in Q1 2023. 344 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Cary Street Partners Investment Advisory held 4,385 shares of iShares ESG Aware US Aggregate Bond ETF worth $208K as of Q2 2026.
Cary Street Partners Investment Advisory bought 797 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $37.8K.
iShares ESG Aware US Aggregate Bond ETF made up 0.04% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #369 holding.
Cary Street Partners Investment Advisory first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2022 and has held it in 9 quarters since.
Cary Street Partners Investment Advisory's iShares ESG Aware US Aggregate Bond ETF position peaked at $822K in Q1 2023.
344 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.