Curtis Advisory Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Curtis Advisory Group’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	$566K	Buy	11,929 +229	+2%	+$10.9K	0.11%	86
2026 Q1	$556K	Buy	11,700 +3,605	+45%	+$173K	0.12%	81
2025 Q4	$387K	Buy	8,095 +3,008	+59%	+$145K	0.08%	96
2025 Q3	$244K	Hold	5,087	–	–	0.06%	100
2025 Q2	$242K	Hold	5,087	–	–	0.06%	99
2025 Q1	$242K	Hold	5,087	–	–	0.07%	92
2024 Q4	$236K	Buy	+5,087	New	+$240K	0.06%	90
2024 Q3	–	Sell	-9,059	Closed	-$422K	–	98
2024 Q2	$422K	Buy	9,059 +387	+4%	+$17.9K	0.15%	68
2024 Q1	$408K	Buy	+8,672	New	+$408K	0.16%	69

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

Curtis Advisory Group's EAGG Position: Q2 2026 in Review

Curtis Advisory Group increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 2% in Q2 2026, buying an estimated $10.9K and bringing the position to 11,929 shares worth $566K. The position accounts for 0.11% of the portfolio, ranked #86.

Curtis Advisory Group first reported a position in EAGG in Q1 2024 and has held it in 9 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Curtis Advisory Group held 11,929 shares of iShares ESG Aware US Aggregate Bond ETF worth $566K as of Q2 2026.
Curtis Advisory Group bought 229 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $10.9K.
iShares ESG Aware US Aggregate Bond ETF made up 0.11% of Curtis Advisory Group's portfolio in Q2 2026, its #86 holding.
Curtis Advisory Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.