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EAGG icon

Clarity Asset Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Clarity Asset 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 		– Sell
-150
Closed -$7.11K – 117
2026
Q1 		$7.11K Buy
150
+1
+0.7% +$48 ﹤0.01% 234
2025
Q4 		$7.11K Buy
149
+2
+1% +$96 ﹤0.01% 200
2025
Q3 		$7.04K Buy
147
+2
+1% +$95 ﹤0.01% 197
2025
Q2 		$6.9K Buy
145
+1
+0.7% +$47 ﹤0.01% 201
2025
Q1 		$6.83K Buy
144
+1
+0.7% +$47 ﹤0.01% 173
2024
Q4 		$6.63K Sell
143
-60
-30% -$2.83K ﹤0.01% 171
2024
Q3 		$9.87K Buy
203
+2
+1% +$96 0.01% 154
2024
Q2 		$9.38K Buy
201
+2
+1% +$93 0.01% 149
2024
Q1 		$9.38K Sell
199
-173
-47% -$8.14K 0.01% 151
2023
Q4 		$17.7K Buy
+372
New +$17K 0.01% 137

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

Clarity Asset Management's EAGG Position: Q2 2026 in Review

Clarity Asset Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026, closing a stake of 150 shares — an estimated $7.11K sold.

Clarity Asset Management first reported a position in EAGG in Q4 2023 and held it in 10 quarters. The position peaked at $17.7K in Q4 2023. 78 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Clarity Asset Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 150 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $7.11K.
  • Clarity Asset Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and held it in 10 quarters.
  • Clarity Asset Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $17.7K in Q4 2023.
  • 78 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.