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Compton Financial Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Compton Financial Group’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 		$508K Buy
10,710
+4,112
+62% +$195K 0.1% 45
2026
Q1 		$314K Sell
6,598
-3
-0% -$144 0.07% 53
2025
Q4 		$316K Buy
+6,601
New +$317K 0.07% 42

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Compton Financial Group's EAGG Position: Q2 2026 in Review

Compton Financial Group increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 62% in Q2 2026, buying an estimated $195K and bringing the position to 10,710 shares worth $508K. The position accounts for 0.1% of the portfolio, ranked #45.

Compton Financial Group first reported a position in EAGG in Q4 2025 and has held it in 3 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Compton Financial Group held 10,710 shares of iShares ESG Aware US Aggregate Bond ETF worth $508K as of Q2 2026.
  • Compton Financial Group bought 4,112 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $195K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.1% of Compton Financial Group's portfolio in Q2 2026, its #45 holding.
  • Compton Financial Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Compton Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.