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 Q3	$1.45M	Buy	31,746 +10,787	+51%	+$502K	0.02%	547
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Diversify Advisory Services's EAGG Position: Q3 2026 in Review

Diversify Advisory Services increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 51% in Q3 2026, buying an estimated $502K and bringing the position to 31,746 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #547.

Diversify Advisory Services first reported a position in EAGG in Q1 2024 and has held it in 10 quarters since. 116 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

Diversify Advisory Services held 31,746 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.45M as of Q3 2026.
Diversify Advisory Services bought 10,787 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $502K.
iShares ESG Aware US Aggregate Bond ETF made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #547 holding.
Diversify Advisory Services first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
116 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.