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EAGG icon

Gradient Investments’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Gradient Investments’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 		$1.83M Sell
38,674
-1,842
-5% -$87.3K 0.03% 273
2026
Q1 		$1.93M Buy
40,516
+338
+0.8% +$16.2K 0.03% 254
2025
Q4 		$1.92M Sell
40,178
-468
-1% -$22.5K 0.03% 208
2025
Q3 		$1.95M Sell
40,646
-4,931
-11% -$234K 0.03% 195
2025
Q2 		$2.17M Sell
45,577
-9,487
-17% -$446K 0.04% 183
2025
Q1 		$2.61M Sell
55,064
-4,199
-7% -$197K 0.05% 167
2024
Q4 		$2.75M Buy
59,263
+2,351
+4% +$111K 0.06% 161
2024
Q3 		$2.77M Buy
56,912
+3,461
+6% +$166K 0.06% 157
2024
Q2 		$2.49M Buy
53,451
+1,170
+2% +$54.2K 0.06% 169
2024
Q1 		$2.46M Sell
52,281
-2,767
-5% -$130K 0.06% 165
2023
Q4 		$2.63M Sell
55,048
-189
-0.3% -$8.65K 0.06% 163
2023
Q3 		$2.5M Sell
55,237
-2,716
-5% -$126K 0.07% 155
2023
Q2 		$2.73M Buy
57,953
+28,716
+98% +$1.37M 0.07% 153
2023
Q1 		$1.41M Sell
29,237
-6,553
-18% -$312K 0.04% 166
2022
Q4 		$1.67M Sell
35,790
-13,663
-28% -$637K 0.05% 167
2022
Q3 		$2.3M Buy
+49,453
New +$2.41M 0.07% 163

Other funds holding EAGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Gradient Investments's EAGG Position: Q2 2026 in Review

Gradient Investments reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 4.5% in Q2 2026, selling an estimated $87.3K and leaving 38,674 shares worth $1.83M. The position accounts for 0.03% of the portfolio, ranked #273.

Gradient Investments first reported a position in EAGG in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.77M in Q3 2024. 78 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Gradient Investments held 38,674 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.83M as of Q2 2026.
  • Gradient Investments sold 1,842 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $87.3K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.03% of Gradient Investments's portfolio in Q2 2026, its #273 holding.
  • Gradient Investments first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Gradient Investments's iShares ESG Aware US Aggregate Bond ETF position peaked at $2.77M in Q3 2024.
  • 78 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.