DAS
EAGG icon

Dynamic Advisor Solutions’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Dynamic Advisor Solutions’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 		$2.97M Buy
62,734
+133
+0.2% +$6.3K 0.08% 245
2026
Q1 		$2.98M Buy
62,601
+2,632
+4% +$126K 0.09% 230
2025
Q4 		$2.87M Sell
59,969
-11,963
-17% -$575K 0.09% 231
2025
Q3 		$3.45M Sell
71,932
-553
-0.8% -$26.3K 0.1% 220
2025
Q2 		$3.45M Sell
72,485
-7,193
-9% -$338K 0.11% 218
2025
Q1 		$3.78M Sell
79,678
-67,716
-46% -$3.17M 0.12% 190
2024
Q4 		$6.84M Sell
147,394
-8,478
-5% -$400K 0.3% 78
2024
Q3 		$7.57M Sell
155,872
-2,817
-2% -$135K 0.23% 106
2024
Q2 		$7.4M Sell
158,689
-6,614
-4% -$307K 0.23% 98
2024
Q1 		$7.78M Buy
165,303
+18,380
+13% +$865K 0.26% 93
2023
Q4 		$6.94M Buy
146,923
+16,242
+12% +$744K 0.26% 98
2023
Q3 		$5.92M Buy
130,681
+13,702
+12% +$636K 0.28% 97
2023
Q2 		$5.52M Buy
116,979
+14,215
+14% +$677K 0.29% 97
2023
Q1 		$4.94M Buy
102,764
+5,676
+6% +$270K 0.29% 89
2022
Q4 		$4.54M Buy
97,088
+4,943
+5% +$230K 0.31% 84
2022
Q3 		$4.28M Buy
92,145
+14,067
+18% +$685K 0.33% 68
2022
Q2 		$3.82M Buy
78,078
+7,048
+10% +$349K 0.29% 80
2022
Q1 		$3.67M Buy
71,030
+20,318
+40% +$1.08M 0.26% 94
2021
Q4 		$2.8M Buy
50,712
+10,716
+27% +$590K 0.2% 120
2021
Q3 		$2.21M Buy
39,996
+14,390
+56% +$801K 0.17% 150
2021
Q2 		$1.42M Buy
25,606
+12,164
+90% +$668K 0.11% 212
2021
Q1 		$736K Buy
13,442
+5,605
+72% +$311K 0.07% 296
2020
Q4 		$443K Buy
+7,837
New +$442K 0.04% 391

Other funds holding EAGG

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return