Creative Planning
EAGG icon

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

Creative Planning’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 		$8.11M Buy
170,469
+96,176
+129% +$4.61M 0.01% 833
2025
Q4 		$3.55M Sell
74,293
-4,688
-6% -$225K ﹤0.01% 1254
2025
Q3 		$3.79M Sell
78,981
-14
-0% -$666 ﹤0.01% 1047
2025
Q2 		$3.76M Sell
78,995
-3,032
-4% -$142K ﹤0.01% 906
2025
Q1 		$3.89M Buy
82,027
+5,062
+7% +$237K ﹤0.01% 811
2024
Q4 		$3.57M Sell
76,965
-21
-0% -$992 ﹤0.01% 816
2024
Q3 		$3.74M Buy
76,986
+271
+0.4% +$13K ﹤0.01% 755
2024
Q2 		$3.58M Sell
76,715
-268
-0.3% -$12.4K ﹤0.01% 745
2024
Q1 		$3.62M Buy
76,983
+1,215
+2% +$57.2K ﹤0.01% 722
2023
Q4 		$3.62M Sell
75,768
-2,494
-3% -$114K 0.01% 668
2023
Q3 		$3.55M Sell
78,262
-2,464
-3% -$114K ﹤0.01% 630
2023
Q2 		$3.81M Buy
80,726
+8,964
+12% +$427K 0.01% 599
2023
Q1 		$3.45M Buy
71,762
+2,877
+4% +$137K 0.01% 599
2022
Q4 		$3.22M Sell
68,885
-15,223
-18% -$709K ﹤0.01% 591
2022
Q3 		$3.91M Sell
84,108
-8,074
-9% -$393K 0.01% 497
2022
Q2 		$4.51M Sell
92,182
-25,308
-22% -$1.25M 0.01% 482
2022
Q1 		$6.07M Buy
117,490
+7,559
+7% +$400K 0.01% 415
2021
Q4 		$6.07M Buy
109,931
+637
+0.6% +$35K 0.01% 381
2021
Q3 		$6.03M Sell
109,294
-82,833
-43% -$4.61M 0.01% 371
2021
Q2 		$10.6M Buy
+192,127
New +$10.6M 0.02% 260
2020
Q2 		– Sell
-9,000
Closed -$499K – 2048
2020
Q1 		$499K Buy
+9,000
New +$491K ﹤0.01% 945

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

Creative Planning's EAGG Position: Q1 2026 in Review

Creative Planning increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 129% in Q1 2026, buying an estimated $4.61M and bringing the position to 170,469 shares worth $8.11M. The position accounts for 0.01% of the portfolio, ranked #833.

Creative Planning first reported a position in EAGG in Q1 2020 and has held it in 21 quarters since. The position peaked at $10.6M in Q2 2021. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Creative Planning held 170,469 shares of iShares ESG Aware US Aggregate Bond ETF worth $8.11M as of Q1 2026.
  • Creative Planning bought 96,176 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $4.61M.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #833 holding.
  • Creative Planning first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2020 and has held it in 21 quarters since.
  • Creative Planning's iShares ESG Aware US Aggregate Bond ETF position peaked at $10.6M in Q2 2021.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.