Diversify Advisory Services’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Diversify Advisory Services’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	$981K	Buy	+20,959	New	+$993K	0.02%	636
2026 Q1	–	Sell	-6,159	Closed	-$295K	–	397
2025 Q4	$295K	Sell	6,159 -212	-3%	-$10.2K	0.01%	762
2025 Q3	$306K	Sell	6,371 -6,164	-49%	-$293K	0.01%	715
2025 Q2	$595K	Sell	12,535 -13,125	-51%	-$616K	0.02%	477
2025 Q1	$1.22M	Buy	25,660 +9,467	+58%	+$444K	0.08%	184
2024 Q4	$745K	Sell	16,193 -10,583	-40%	-$500K	0.04%	283
2024 Q3	$1.27M	Buy	26,776 +5,480	+26%	+$262K	0.07%	218
2024 Q2	$997K	Sell	21,296 -4,690	-18%	-$217K	0.05%	243
2024 Q1	$1.21M	Buy	+25,986	New	+$1.22M	0.07%	212

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

Diversify Advisory Services's EAGG Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026: 20,959 shares worth $981K. The stake represents 0.02% of the portfolio and ranks #636 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in EAGG as recently as Q4 2025.

Diversify Advisory Services first reported a position in EAGG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.27M in Q3 2024. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Diversify Advisory Services held 20,959 shares of iShares ESG Aware US Aggregate Bond ETF worth $981K as of Q2 2026.
iShares ESG Aware US Aggregate Bond ETF was a new Diversify Advisory Services position in Q2 2026.
iShares ESG Aware US Aggregate Bond ETF made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #636 holding.
Diversify Advisory Services first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.27M in Q3 2024.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.