Curtis Advisory Group
EAGG icon

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
Q3 		$540K Hold
11,929
– – 0.1% 87
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Curtis Advisory Group's EAGG Position: Q3 2026 in Review

Curtis Advisory Group held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q3 2026 at 11,929 shares worth $540K. The position accounts for 0.1% of the portfolio, ranked #87.

Curtis Advisory Group first reported a position in EAGG in Q1 2024 and has held it in 10 quarters since. The position peaked at $566K in Q2 2026. 312 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

  • Curtis Advisory Group held 11,929 shares of iShares ESG Aware US Aggregate Bond ETF worth $540K as of Q3 2026.
  • Curtis Advisory Group left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q3 2026.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.1% of Curtis Advisory Group's portfolio in Q3 2026, its #87 holding.
  • Curtis Advisory Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Curtis Advisory Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $566K in Q2 2026.
  • 312 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on Curtis Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.