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Cornerstone Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Cornerstone Wealth Management’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 		$1.11M Buy
24,604
+162
+0.7% +$7.54K 0.05% 320
2026
Q2 		$1.16M Sell
24,442
-31
-0.1% -$1.47K 0.05% 314
2026
Q1 		$1.16M Sell
24,473
-494
-2% -$23.7K 0.06% 287
2025
Q4 		$1.19M Buy
24,967
+259
+1% +$12.5K 0.06% 266
2025
Q3 		$1.19M Buy
24,708
+29
+0.1% +$1.38K 0.07% 243
2025
Q2 		$1.17M Buy
24,679
+879
+4% +$41.3K 0.07% 234
2025
Q1 		$1.13M Sell
23,800
-112
-0.5% -$5.25K 0.08% 219
2024
Q4 		$1.11M Sell
23,912
-390
-2% -$18.4K 0.08% 216
2024
Q3 		$1.18M Buy
24,302
+126
+0.5% +$6.03K 0.08% 189
2024
Q2 		$1.13M Buy
24,176
+163
+0.7% +$7.56K 0.09% 185
2024
Q1 		$1.13M Buy
24,013
+811
+3% +$38.2K 0.09% 185
2023
Q4 		$1.11M Buy
23,202
+715
+3% +$32.7K 0.1% 182
2023
Q3 		$1.02M Sell
22,487
-7,074
-24% -$328K 0.1% 178
2023
Q2 		$1.39M Buy
29,561
+4,816
+19% +$229K 0.12% 151
2023
Q1 		$1.19M Buy
+24,745
New +$1.18M 0.12% 155
2022
Q3 		$400K Buy
+8,606
New +$419K 0.04% 298
2022
Q2 		– Sell
-8,016
Closed -$414K – 459
2022
Q1 		$414K Buy
+8,016
New +$425K 0.04% 310

Other funds holding EAGG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cornerstone Wealth Management's EAGG Position: Q3 2026 in Review

Cornerstone Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.66% in Q3 2026, buying an estimated $7.54K and bringing the position to 24,604 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #320.

Cornerstone Wealth Management first reported a position in EAGG in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.39M in Q2 2023. 312 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

  • Cornerstone Wealth Management held 24,604 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.11M as of Q3 2026.
  • Cornerstone Wealth Management bought 162 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $7.54K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.05% of Cornerstone Wealth Management's portfolio in Q3 2026, its #320 holding.
  • Cornerstone Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Cornerstone Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.39M in Q2 2023.
  • 312 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.