Financial Life Planners’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Financial Life Planners’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	–	Sell	-1	Closed	-$51	–	354
2026 Q1	$51	Buy	+1	New	+$48	﹤0.01%	360
2025 Q4	–	Sell	-1	Closed	-$50	–	134
2025 Q3	$50	Buy	+1	New	+$48	﹤0.01%	353
2025 Q1	–	Sell	-1	Closed	-$47	–	172
2024 Q4	$47	Buy	+1	New	+$47	﹤0.01%	397

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

Financial Life Planners's EAGG Position: Q2 2026 in Review

Financial Life Planners sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026, closing a stake of 1 share — an estimated $51 sold.

Financial Life Planners first reported a position in EAGG in Q4 2024 and held it in 3 quarters. The position peaked at $51 in Q1 2026. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Financial Life Planners reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Financial Life Planners sold 1 iShares ESG Aware US Aggregate Bond ETF share in Q2 2026, an estimated $51.
Financial Life Planners first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and held it in 3 quarters.
Financial Life Planners's iShares ESG Aware US Aggregate Bond ETF position peaked at $51 in Q1 2026.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.