Clearstead Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Clearstead Advisors’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	$1,000K	Hold	21,087	–	–	0.01%	552
2026 Q1	$1M	Buy	21,087 +523	+3%	+$25.1K	0.01%	525
2025 Q4	$984K	Hold	20,564	–	–	0.01%	484
2025 Q3	$988K	Hold	20,564	–	–	0.01%	468
2025 Q2	$978K	Hold	20,564	–	–	0.01%	451
2025 Q1	$976K	Buy	20,564 +6,772	+49%	+$317K	0.02%	414
2024 Q4	$641K	Hold	13,792	–	–	0.01%	505
2024 Q3	$670K	Hold	13,792	–	–	0.01%	505
2024 Q2	$643K	Buy	+13,792	New	+$639K	0.01%	489

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

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

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

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

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

Clearstead Advisors's EAGG Position: Q2 2026 in Review

Clearstead Advisors held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q2 2026 at 21,087 shares worth $1,000K. The position accounts for 0.01% of the portfolio, ranked #552.

Clearstead Advisors first reported a position in EAGG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1M in Q1 2026. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Clearstead Advisors held 21,087 shares of iShares ESG Aware US Aggregate Bond ETF worth $1,000K as of Q2 2026.
Clearstead Advisors left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #552 holding.
Clearstead Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Clearstead Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $1M in Q1 2026.
477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.