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Colton Groome Financial Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Colton Groome Financial 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
Q3 		$256K Hold
5,660
– – 0.06% 133
2026
Q2 		$268K Buy
5,660
+15
+0.3% +$711 0.06% 141
2026
Q1 		$268K Buy
5,645
+50
+0.9% +$2.4K 0.08% 117
2025
Q4 		$268K Hold
5,595
– – 0.08% 119
2025
Q3 		$269K Sell
5,595
-95
-2% -$4.52K 0.08% 114
2025
Q2 		$271K Buy
5,690
+175
+3% +$8.22K 0.09% 113
2025
Q1 		$262K Buy
5,515
+20
+0.4% +$937 0.1% 106
2024
Q4 		$255K Buy
5,495
+40
+0.7% +$1.89K 0.1% 106
2024
Q3 		$265K Buy
5,455
+295
+6% +$14.1K 0.1% 111
2024
Q2 		$241K Buy
5,160
+300
+6% +$13.9K 0.09% 108
2024
Q1 		$229K Buy
+4,860
New +$229K 0.09% 110

Other funds holding EAGG

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Colton Groome Financial Advisors's EAGG Position: Q3 2026 in Review

Colton Groome Financial Advisors held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q3 2026 at 5,660 shares worth $256K. The position accounts for 0.06% of the portfolio, ranked #133.

Colton Groome Financial Advisors first reported a position in EAGG in Q1 2024 and has held it in 11 quarters since. The position peaked at $271K in Q2 2025. 25 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

  • Colton Groome Financial Advisors held 5,660 shares of iShares ESG Aware US Aggregate Bond ETF worth $256K as of Q3 2026.
  • Colton Groome Financial Advisors left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q3 2026.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.06% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #133 holding.
  • Colton Groome Financial Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • Colton Groome Financial Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $271K in Q2 2025.
  • 25 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.