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EAGG icon

Clune & Associates’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Clune & Associates’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 		$637K Buy
14,080
+2,241
+19% +$104K 0.1% 102
2026
Q2 		$561K Buy
11,839
+4,682
+65% +$222K 0.08% 110
2026
Q1 		$340K Buy
+7,157
New +$343K 0.06% 130

Other funds holding EAGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Bluestem Financial Advisors
Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $550M AUM 8.26% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Clune & Associates's EAGG Position: Q3 2026 in Review

Clune & Associates increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 19% in Q3 2026, buying an estimated $104K and bringing the position to 14,080 shares worth $637K. The position accounts for 0.1% of the portfolio, ranked #102.

Clune & Associates first reported a position in EAGG in Q1 2026 and has held it in 3 quarters since. 144 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

  • Clune & Associates held 14,080 shares of iShares ESG Aware US Aggregate Bond ETF worth $637K as of Q3 2026.
  • Clune & Associates bought 2,241 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $104K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.1% of Clune & Associates's portfolio in Q3 2026, its #102 holding.
  • Clune & Associates first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 144 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.