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EAGG icon

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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Centurion Wealth Management's EAGG Position: Q2 2026 in Review

Centurion Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 8.5% in Q2 2026, buying an estimated $24.4K and bringing the position to 6,584 shares worth $312K. The position accounts for 0.07% of the portfolio, ranked #218.

Centurion Wealth Management first reported a position in EAGG in Q4 2023 and has held it in 8 quarters since. 78 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Centurion Wealth Management held 6,584 shares of iShares ESG Aware US Aggregate Bond ETF worth $312K as of Q2 2026.
  • Centurion Wealth Management bought 514 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $24.4K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.07% of Centurion Wealth Management's portfolio in Q2 2026, its #218 holding.
  • Centurion Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and has held it in 8 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.