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

Harpswell Capital Advisors’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 		$458K Hold
9,667
– – 0.29% 34
2026
Q1 		$460K Hold
9,667
– – 0.34% 30
2025
Q4 		$463K Sell
9,667
-1,601
-14% -$77K 0.37% 28
2025
Q3 		$541K Buy
+11,268
New +$536K 0.52% 23

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

Harpswell Capital Advisors's EAGG Position: Q2 2026 in Review

Harpswell Capital Advisors held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q2 2026 at 9,667 shares worth $458K. The position accounts for 0.29% of the portfolio, ranked #34.

Harpswell Capital Advisors first reported a position in EAGG in Q3 2025 and has held it in 4 quarters since. The position peaked at $541K in Q3 2025. 476 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Harpswell Capital Advisors held 9,667 shares of iShares ESG Aware US Aggregate Bond ETF worth $458K as of Q2 2026.
  • Harpswell Capital Advisors left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.29% of Harpswell Capital Advisors's portfolio in Q2 2026, its #34 holding.
  • Harpswell Capital Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Harpswell Capital Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $541K in Q3 2025.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Harpswell Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.