Centurion Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Centurion Wealth Management’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 Q3	–	Sell	-6,584	Closed	-$312K	–	283
2026 Q2	$312K	Buy	6,584 +514	+8%	+$24.4K	0.07%	218
2026 Q1	$289K	Sell	6,070 -276	-4%	-$13.2K	0.07%	239
2025 Q4	$304K	Buy	6,346 +909	+17%	+$43.7K	0.07%	234
2025 Q3	$261K	Buy	5,437 +1	+0%	+$48	0.06%	249
2025 Q2	$258K	Buy	+5,436	New	+$255K	0.07%	193
2024 Q4	–	Sell	-4,678	Closed	-$227K	–	219
2024 Q3	$227K	Buy	+4,678	New	+$224K	0.07%	186
2024 Q1	$278K	Buy	5,906 +187	+3%	+$8.8K	0.11%	143
2023 Q4	$273K	Buy	+5,719	New	+$262K	0.12%	132

Other funds holding EAGG

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Centurion Wealth Management's EAGG Position: Q3 2026 in Review

Centurion Wealth Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q3 2026, closing a stake of 6,584 shares — an estimated $312K sold.

Centurion Wealth Management first reported a position in EAGG in Q4 2023 and held it in 8 quarters. The position peaked at $312K in Q2 2026. 457 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

Centurion Wealth Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
Centurion Wealth Management sold 6,584 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $312K.
Centurion Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and held it in 8 quarters.
Centurion Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $312K in Q2 2026.
457 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.