Cranbrook Wealth Management
EAGG icon

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

Cranbrook 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 		$1.74M Buy
38,490
+1,176
+3% +$54.7K 0.33% 53
2026
Q2 		$1.77M Buy
37,314
+1,390
+4% +$65.9K 0.33% 51
2026
Q1 		$1.71M Buy
35,924
+3,980
+12% +$191K 0.35% 49
2025
Q4 		$1.53M Sell
31,944
-907
-3% -$43.6K 0.3% 54
2025
Q3 		$1.58M Buy
32,851
+2,345
+8% +$111K 0.32% 51
2025
Q2 		$1.45M Hold
30,506
– – 0.31% 50
2025
Q1 		$1.45M Buy
30,506
+656
+2% +$30.7K 0.34% 49
2024
Q4 		$1.39M Buy
29,850
+4,349
+17% +$205K 0.32% 50
2024
Q3 		$1.24M Buy
25,501
+1,130
+5% +$54.1K 0.28% 50
2024
Q2 		$1.14M Buy
24,371
+877
+4% +$40.7K 0.28% 50
2024
Q1 		$1.11M Buy
23,494
+14,020
+148% +$660K 0.28% 47
2023
Q4 		$452K Sell
9,474
-13,402
-59% -$614K 0.12% 67
2023
Q3 		$1.04M Buy
22,876
+1,388
+6% +$64.4K 0.31% 48
2023
Q2 		$1.01M Sell
21,488
-810
-4% -$38.6K 0.28% 49
2023
Q1 		$1.07M Buy
22,298
+245
+1% +$11.7K 0.3% 47
2022
Q4 		$1.03M Buy
22,053
+903
+4% +$42.1K 0.28% 51
2022
Q3 		$982K Buy
21,150
+3,501
+20% +$171K 0.25% 51
2022
Q2 		$864K Buy
17,649
+6,809
+63% +$337K 0.22% 54
2022
Q1 		$560K Buy
10,840
+669
+7% +$35.4K 0.12% 71
2021
Q4 		$561K Buy
10,171
+1,068
+12% +$58.8K 0.12% 77
2021
Q3 		$502K Buy
9,103
+1,473
+19% +$82K 0.11% 74
2021
Q2 		$422K Buy
7,630
+1,458
+24% +$80.1K 0.1% 81
2021
Q1 		$338K Buy
6,172
+601
+11% +$33.3K 0.08% 85
2020
Q4 		$315K Buy
5,571
+832
+18% +$46.9K 0.08% 82
2020
Q3 		$268K Buy
4,739
+404
+9% +$22.9K 0.08% 81
2020
Q2 		$245K Buy
4,335
+354
+9% +$19.8K 0.07% 82
2020
Q1 		$221K Buy
3,981
+596
+18% +$32.5K 0.08% 80
2019
Q4 		$182K Buy
+3,385
New +$182K 0.05% 88

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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 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
Garde Capital
Garde Capital Seattle, Washington $1.8B AUM 11.9% 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

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

Cranbrook Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 3.2% in Q3 2026, buying an estimated $54.7K and bringing the position to 38,490 shares worth $1.74M. The position accounts for 0.33% of the portfolio, ranked #53.

Cranbrook Wealth Management first reported a position in EAGG in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.77M in Q2 2026. 192 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

  • Cranbrook Wealth Management held 38,490 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.74M as of Q3 2026.
  • Cranbrook Wealth Management bought 1,176 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $54.7K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.33% of Cranbrook Wealth Management's portfolio in Q3 2026, its #53 holding.
  • Cranbrook Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • Cranbrook Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.77M in Q2 2026.
  • 192 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on Cranbrook Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.