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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
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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Center for Financial Planning's EAGG Position: Q1 2026 in Review

Center for Financial Planning reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 4.1% in Q1 2026, selling an estimated $87.9K and leaving 43,460 shares worth $2.07M. The position accounts for 0.22% of the portfolio, ranked #40.

Center for Financial Planning first reported a position in EAGG in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.25M in Q2 2025. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Center for Financial Planning held 43,460 shares of iShares ESG Aware US Aggregate Bond ETF worth $2.07M as of Q1 2026.
  • Center for Financial Planning sold 1,835 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $87.9K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.22% of Center for Financial Planning's portfolio in Q1 2026, its #40 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 14 quarters since.
  • Center for Financial Planning's iShares ESG Aware US Aggregate Bond ETF position peaked at $2.25M in Q2 2025.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.