Creative Financial Designs’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Creative Financial Designs’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	$27.5K	Buy	580 +279	+93%	+$13.2K	﹤0.01%	1208
2026 Q1	$14.3K	Hold	301	–	–	﹤0.01%	1300
2025 Q4	$14.4K	Sell	301 -143	-32%	-$6.87K	﹤0.01%	1250
2025 Q3	$21.3K	Sell	444 -3,476	-89%	-$165K	﹤0.01%	1132
2025 Q2	$186K	Sell	3,920 -675	-15%	-$31.7K	0.01%	507
2025 Q1	$218K	Sell	4,595 -78	-2%	-$3.66K	0.02%	419
2024 Q4	$217K	Sell	4,673 -30	-0.6%	-$1.42K	0.02%	427
2024 Q3	$229K	Hold	4,703	–	–	0.02%	419
2024 Q2	$219K	Sell	4,703 -155	-3%	-$7.18K	0.02%	411
2024 Q1	$229K	Buy	4,858 +770	+19%	+$36.2K	0.02%	388
2023 Q4	$195K	Sell	4,088 -113	-3%	-$5.17K	0.02%	390
2023 Q3	$190K	Sell	4,201 -487	-10%	-$22.6K	0.02%	344
2023 Q2	$221K	Buy	+4,688	New	+$223K	0.03%	324
2023 Q1	–	Sell	-21	Closed	-$982	–	1412
2022 Q4	$982	Hold	21	–	–	﹤0.01%	1207
2022 Q3	$1K	Buy	+21	New	+$1.02K	﹤0.01%	1222
2020 Q4	–	Sell	-1,454	Closed	-$82K	–	1243
2020 Q3	$82K	Buy	+1,454	New	+$82.5K	0.02%	378

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Financial Designs's EAGG Position: Q2 2026 in Review

Creative Financial Designs increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 93% in Q2 2026, buying an estimated $13.2K and bringing the position to 580 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Creative Financial Designs first reported a position in EAGG in Q3 2020 and has held it in 16 quarters since. The position peaked at $229K in Q1 2024. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Creative Financial Designs held 580 shares of iShares ESG Aware US Aggregate Bond ETF worth $27.5K as of Q2 2026.
Creative Financial Designs bought 279 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $13.2K.
iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1208 holding.
Creative Financial Designs first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2020 and has held it in 16 quarters since.
Creative Financial Designs's iShares ESG Aware US Aggregate Bond ETF position peaked at $229K in Q1 2024.
477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.