FFA
EAGG icon

Farther Finance Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Farther Finance Advisors’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 		$3.1M Sell
68,497
-4,117
-6% -$192K 0.02% 594
2026
Q2 		$3.44M Buy
72,614
+19,423
+37% +$920K 0.03% 522
2026
Q1 		$2.52M Buy
53,191
+3,426
+7% +$164K 0.02% 551
2025
Q4 		$2.38M Buy
49,765
+11,615
+30% +$558K 0.03% 526
2025
Q3 		$1.83M Buy
38,150
+14,557
+62% +$692K 0.03% 487
2025
Q2 		$1.12M Buy
23,593
+1,607
+7% +$75.5K 0.02% 548
2025
Q1 		$1.04M Buy
21,986
+11,647
+113% +$546K 0.03% 482
2024
Q4 		$480K Buy
10,339
+309
+3% +$14.6K 0.02% 601
2024
Q3 		$487K Buy
10,030
+1,659
+20% +$79.4K 0.02% 599
2024
Q2 		$387K Buy
8,371
+1,645
+24% +$76.3K 0.02% 580
2024
Q1 		$313K Sell
6,726
-106
-2% -$4.99K 0.02% 533
2023
Q4 		$326K Sell
6,832
-3,632
-35% -$166K 0.02% 426
2023
Q3 		$474K Buy
10,464
+6,721
+180% +$312K 0.07% 214
2023
Q2 		$177K Buy
3,743
+1,548
+71% +$73.8K 0.04% 331
2023
Q1 		$105K Buy
2,195
+2,053
+1,446% +$97.8K 0.03% 396
2022
Q4 		$6.64K Buy
+142
New +$6.62K ﹤0.01% 1071

Other funds holding EAGG

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

Farther Finance Advisors's EAGG Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 5.7% in Q3 2026, selling an estimated $192K and leaving 68,497 shares worth $3.1M. The position accounts for 0.02% of the portfolio, ranked #594.

Farther Finance Advisors first reported a position in EAGG in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.44M in Q2 2026. 25 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

  • Farther Finance Advisors held 68,497 shares of iShares ESG Aware US Aggregate Bond ETF worth $3.1M as of Q3 2026.
  • Farther Finance Advisors sold 4,117 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $192K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #594 holding.
  • Farther Finance Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $3.44M in Q2 2026.
  • 25 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.