Gen-Wealth Partners’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Gen-Wealth Partners’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	$152K	Buy	3,351 +363	+12%	+$16.9K	0.04%	252
2026 Q2	$142K	Buy	2,988 +1,075	+56%	+$50.9K	0.04%	277
2026 Q1	$91K	Buy	1,913 +1,115	+140%	+$53.4K	0.03%	342
2025 Q4	$38.2K	Buy	798 +51	+7%	+$2.45K	0.01%	410
2025 Q3	$35.9K	Hold	747	–	–	0.01%	418
2025 Q2	$35.5K	Hold	747	–	–	0.01%	364
2025 Q1	$35.5K	Buy	+747	New	+$35K	0.01%	365

Other funds holding EAGG

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Gen-Wealth Partners's EAGG Position: Q3 2026 in Review

Gen-Wealth Partners increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 12% in Q3 2026, buying an estimated $16.9K and bringing the position to 3,351 shares worth $152K. The position accounts for 0.04% of the portfolio, ranked #252.

Gen-Wealth Partners first reported a position in EAGG in Q1 2025 and has held it in 7 quarters since. 457 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

Gen-Wealth Partners held 3,351 shares of iShares ESG Aware US Aggregate Bond ETF worth $152K as of Q3 2026.
Gen-Wealth Partners bought 363 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $16.9K.
iShares ESG Aware US Aggregate Bond ETF made up 0.04% of Gen-Wealth Partners's portfolio in Q3 2026, its #252 holding.
Gen-Wealth Partners first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2025 and has held it in 7 quarters since.
457 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.