Gould Capital’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Gould Capital’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	$135K	Hold	2,842	–	–	0.08%	62
2026 Q1	$135K	Buy	2,842 +830	+41%	+$39.8K	0.08%	56
2025 Q4	$96.3K	Buy	2,012 +150	+8%	+$7.21K	0.06%	64
2025 Q3	$89.4K	Hold	1,862	–	–	0.06%	67
2025 Q2	$88.5K	Hold	1,862	–	–	0.06%	66
2025 Q1	$88.4K	Buy	1,862 +145	+8%	+$6.8K	0.06%	60
2024 Q4	$79.7K	Hold	1,717	–	–	0.06%	64
2024 Q3	$83.4K	Hold	1,717	–	–	0.05%	68
2024 Q2	$80K	Buy	1,717 +64	+4%	+$2.97K	0.06%	67
2024 Q1	$77.8K	Buy	1,653 +506	+44%	+$23.8K	0.05%	67
2023 Q4	$54.8K	Buy	1,147 +150	+15%	+$6.87K	0.04%	79
2023 Q3	$44.7K	Hold	997	–	–	0.04%	81
2023 Q2	$47K	Hold	997	–	–	0.04%	83
2023 Q1	$47.9K	Buy	997 +92	+10%	+$4.38K	0.04%	79
2022 Q4	$42.3K	Buy	905 +29	+3%	+$1.35K	0.03%	83
2022 Q3	$41K	Hold	876	–	–	0.04%	80
2022 Q2	$43K	Buy	876 +3	+0.3%	+$149	0.03%	78
2022 Q1	$45K	Buy	873 +82	+10%	+$4.34K	0.03%	81
2021 Q4	$44K	Buy	+791	New	+$43.5K	0.03%	91

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

Gould Capital's EAGG Position: Q2 2026 in Review

Gould Capital held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q2 2026 at 2,842 shares worth $135K. The position accounts for 0.08% of the portfolio, ranked #62.

Gould Capital first reported a position in EAGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $135K in Q1 2026. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Gould Capital held 2,842 shares of iShares ESG Aware US Aggregate Bond ETF worth $135K as of Q2 2026.
Gould Capital left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware US Aggregate Bond ETF made up 0.08% of Gould Capital's portfolio in Q2 2026, its #62 holding.
Gould Capital first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
Gould Capital's iShares ESG Aware US Aggregate Bond ETF position peaked at $135K in Q1 2026.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Gould Capital's 13F filing for Q2 2026, filed 7 Aug 2026.