GPS Wealth Strategies Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

GPS Wealth Strategies Group’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
2025 Q4	–	Sell	-2,301	Closed	-$111K	–	834
2025 Q3	$111K	Buy	2,301 +779	+51%	+$37K	0.01%	465
2025 Q2	$72.4K	Buy	1,522 +561	+58%	+$26.3K	0.01%	557
2025 Q1	$45.6K	Sell	961 -96	-9%	-$4.5K	0.01%	634
2024 Q4	$49.1K	Buy	1,057 +230	+28%	+$10.9K	0.01%	580
2024 Q3	$40.2K	Buy	827 +10	+1%	+$479	0.01%	633
2024 Q2	$38.1K	Buy	+817	New	+$37.9K	0.01%	602
2023 Q2	–	Sell	-24	Closed	-$1.15K	–	1264
2023 Q1	$1.15K	Buy	+24	New	+$1.14K	﹤0.01%	1153
2022 Q4	–	Sell	-24	Closed	-$1K	–	387
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	1074
2022 Q2	$1K	Buy	+24	New	+$1.19K	﹤0.01%	1058

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 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GPS Wealth Strategies Group's EAGG Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2025, closing a stake of 2,301 shares — an estimated $111K sold.

GPS Wealth Strategies Group first reported a position in EAGG in Q2 2022 and held it in 9 quarters. The position peaked at $111K in Q3 2025. 452 funds tracked by Wall St. Rank hold EAGG as of Q4 2025.

GPS Wealth Strategies Group reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 2,301 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2025, an estimated $111K.
GPS Wealth Strategies Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2022 and held it in 9 quarters.
GPS Wealth Strategies Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $111K in Q3 2025.
452 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.