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

Cherry Tree 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 Q1	$809	Hold	17	–	–	﹤0.01%	547
2025 Q4	$814	Hold	17	–	–	﹤0.01%	547
2025 Q3	$817	Hold	17	–	–	﹤0.01%	549
2025 Q2	$809	Hold	17	–	–	﹤0.01%	564
2025 Q1	$808	Hold	17	–	–	﹤0.01%	700
2024 Q4	$790	Hold	17	–	–	﹤0.01%	591
2024 Q3	$827	Hold	17	–	–	﹤0.01%	570
2024 Q2	$793	Hold	17	–	–	﹤0.01%	554
2024 Q1	$801	Hold	17	–	–	﹤0.01%	558
2023 Q4	$812	Hold	17	–	–	﹤0.01%	552
2023 Q3	$771	Hold	17	–	–	﹤0.01%	543
2023 Q2	$802	Buy	+17	New	+$810	﹤0.01%	547

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Cherry Tree Wealth Management's EAGG Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q1 2026 at 17 shares worth $809. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Cherry Tree Wealth Management first reported a position in EAGG in Q2 2023 and has held it in 12 quarters since. The position peaked at $827 in Q3 2024. 471 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

Cherry Tree Wealth Management held 17 shares of iShares ESG Aware US Aggregate Bond ETF worth $809 as of Q1 2026.
Cherry Tree Wealth Management left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q1 2026.
iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #547 holding.
Cherry Tree Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $827 in Q3 2024.
471 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.