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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cranbrook Wealth Management's EAGG Position: Q1 2026 in Review

Cranbrook Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 12% in Q1 2026, buying an estimated $191K and bringing the position to 35,924 shares worth $1.71M. The position accounts for 0.35% of the portfolio, ranked #49.

Cranbrook Wealth Management first reported a position in EAGG in Q4 2019 and has held it in 26 quarters since. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Cranbrook Wealth Management held 35,924 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.71M as of Q1 2026.
  • Cranbrook Wealth Management bought 3,980 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $191K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.35% of Cranbrook Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Cranbrook Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.