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EAGG icon

Grand Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Grand Wealth Management’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 		$1.17M Buy
24,717
+446
+2% +$21.1K 0.49% 20
2026
Q1 		$1.15M Sell
24,271
-176
-0.7% -$8.44K 0.54% 18
2025
Q4 		$1.17M Buy
24,447
+146
+0.6% +$7.02K 0.53% 18
2025
Q3 		$1.17M Buy
24,301
+1,806
+8% +$85.9K 0.56% 19
2025
Q2 		$1.07M Buy
22,495
+280
+1% +$13.2K 0.55% 19
2025
Q1 		$1.05M Sell
22,215
-103
-0.5% -$4.83K 0.58% 18
2024
Q4 		$1.04M Buy
22,318
+407
+2% +$19.2K 0.58% 19
2024
Q3 		$1.06M Buy
21,911
+122
+0.6% +$5.84K 0.6% 19
2024
Q2 		$1.02M Sell
21,789
-47,942
-69% -$2.22M 0.6% 19
2024
Q1 		$3.28M Sell
69,731
-1,728
-2% -$81.3K 1.56% 12
2023
Q4 		$3.41M Buy
71,459
+19,918
+39% +$912K 1.85% 13
2023
Q3 		$2.33M Buy
51,541
+459
+0.9% +$21.3K 1.43% 15
2023
Q2 		$2.41M Buy
51,082
+1,205
+2% +$57.4K 1.43% 15
2023
Q1 		$2.4M Sell
49,877
-809
-2% -$38.5K 1.44% 15
2022
Q4 		$2.37M Buy
50,686
+5,244
+12% +$244K 1.47% 13
2022
Q3 		$2.11M Buy
45,442
+5,314
+13% +$259K 1.11% 16
2022
Q2 		$1.96M Buy
40,128
+2,360
+6% +$117K 1% 16
2022
Q1 		$1.95M Sell
37,768
-187
-0.5% -$9.91K 0.91% 13
2021
Q4 		$2.1M Buy
+37,955
New +$2.09M 0.94% 12

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Grand Wealth Management's EAGG Position: Q2 2026 in Review

Grand Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.8% in Q2 2026, buying an estimated $21.1K and bringing the position to 24,717 shares worth $1.17M. The position accounts for 0.49% of the portfolio, ranked #20.

Grand Wealth Management first reported a position in EAGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.41M in Q4 2023. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Grand Wealth Management held 24,717 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.17M as of Q2 2026.
  • Grand Wealth Management bought 446 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $21.1K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.49% of Grand Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Grand Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Grand Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $3.41M in Q4 2023.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.