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Cornerstone Planning Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Cornerstone Planning 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 		$403K Buy
8,631
+2,183
+34% +$103K 0.05% 120
2026
Q1 		$305K Buy
+6,448
New +$309K 0.04% 127
2025
Q2 		– Sell
-176
Closed -$8.24K – 1576
2025
Q1 		$8.24K Buy
+176
New +$8.25K ﹤0.01% 618

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

Cornerstone Planning Group's EAGG Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 34% in Q2 2026, buying an estimated $103K and bringing the position to 8,631 shares worth $403K. The position accounts for 0.05% of the portfolio, ranked #120.

Cornerstone Planning Group first reported a position in EAGG in Q1 2025 and has held it in 3 quarters since. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Cornerstone Planning Group held 8,631 shares of iShares ESG Aware US Aggregate Bond ETF worth $403K as of Q2 2026.
  • Cornerstone Planning Group bought 2,183 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $103K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.05% of Cornerstone Planning Group's portfolio in Q2 2026, its #120 holding.
  • Cornerstone Planning Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.