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EAGG icon

Center for Financial Planning’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Center for Financial Planning’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 		$2.34M Buy
49,416
+5,956
+14% +$282K 0.22% 36
2026
Q1 		$2.07M Sell
43,460
-1,835
-4% -$87.9K 0.22% 40
2025
Q4 		$2.17M Buy
45,295
+1,290
+3% +$62K 0.23% 38
2025
Q3 		$2.11M Sell
44,005
-3,394
-7% -$161K 0.23% 38
2025
Q2 		$2.25M Buy
47,399
+821
+2% +$38.6K 0.26% 33
2025
Q1 		$2.21M Buy
46,578
+2,150
+5% +$101K 0.28% 30
2024
Q4 		$2.06M Buy
44,428
+1,890
+4% +$89.3K 0.28% 31
2024
Q3 		$2.07M Buy
42,538
+408
+1% +$19.5K 0.28% 30
2024
Q2 		$1.96M Buy
42,130
+1,938
+5% +$89.8K 0.28% 32
2024
Q1 		$1.89M Buy
40,192
+14,191
+55% +$668K 0.28% 34
2023
Q4 		$1.24M Buy
26,001
+1,758
+7% +$80.5K 0.23% 45
2023
Q3 		$1.1M Buy
24,243
+8,808
+57% +$409K 0.24% 43
2023
Q2 		$728K Buy
15,435
+7,874
+104% +$375K 0.15% 63
2023
Q1 		$363K Buy
7,561
+2,604
+53% +$124K 0.08% 96
2022
Q4 		$232K Buy
+4,957
New +$231K 0.06% 123

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 22.9% 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

Center for Financial Planning's EAGG Position: Q2 2026 in Review

Center for Financial Planning increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 14% in Q2 2026, buying an estimated $282K and bringing the position to 49,416 shares worth $2.34M. The position accounts for 0.22% of the portfolio, ranked #36.

Center for Financial Planning first reported a position in EAGG in Q4 2022 and has held it in 15 quarters since. 480 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Center for Financial Planning held 49,416 shares of iShares ESG Aware US Aggregate Bond ETF worth $2.34M as of Q2 2026.
  • Center for Financial Planning bought 5,956 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $282K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.22% of Center for Financial Planning's portfolio in Q2 2026, its #36 holding.
  • Center for Financial Planning first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 480 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.