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

Friedenthal Financial’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	$783K	Buy	16,523 +135	+0.8%	+$6.4K	0.36%	86
2026 Q1	$779K	Buy	16,388 +277	+2%	+$13.3K	0.39%	85
2025 Q4	$771K	Buy	16,111 +64	+0.4%	+$3.08K	0.4%	85
2025 Q3	$771K	Buy	16,047 +1	+0%	+$48	0.4%	82
2025 Q2	$763K	Sell	16,046 -4,229	-21%	-$199K	0.42%	82
2025 Q1	$963K	Buy	20,275 +517	+3%	+$24.2K	0.58%	43
2024 Q4	$918K	Buy	19,758 +295	+2%	+$13.9K	0.54%	33
2024 Q3	$946K	Buy	19,463 +226	+1%	+$10.8K	0.55%	31
2024 Q2	$897K	Buy	19,237 +841	+5%	+$39K	0.56%	34
2024 Q1	$866K	Buy	18,396 +479	+3%	+$22.5K	0.53%	38
2023 Q4	$855K	Hold	17,917	–	–	0.56%	33
2023 Q3	$812K	Buy	+17,917	New	+$831K	0.55%	37

Other funds holding EAGG

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Friedenthal Financial's EAGG Position: Q2 2026 in Review

Friedenthal Financial increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.82% in Q2 2026, buying an estimated $6.4K and bringing the position to 16,523 shares worth $783K. The position accounts for 0.36% of the portfolio, ranked #86.

Friedenthal Financial first reported a position in EAGG in Q3 2023 and has held it in 12 quarters since. The position peaked at $963K in Q1 2025. 92 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Friedenthal Financial held 16,523 shares of iShares ESG Aware US Aggregate Bond ETF worth $783K as of Q2 2026.
Friedenthal Financial bought 135 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $6.4K.
iShares ESG Aware US Aggregate Bond ETF made up 0.36% of Friedenthal Financial's portfolio in Q2 2026, its #86 holding.
Friedenthal Financial first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Friedenthal Financial's iShares ESG Aware US Aggregate Bond ETF position peaked at $963K in Q1 2025.
92 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.