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EAGG icon

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
Q3 		$437K Hold
9,667
– – 0.29% 29
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Harpswell Capital Advisors's EAGG Position: Q3 2026 in Review

Harpswell Capital Advisors held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q3 2026 at 9,667 shares worth $437K. The position accounts for 0.29% of the portfolio, ranked #29.

Harpswell Capital Advisors first reported a position in EAGG in Q3 2025 and has held it in 5 quarters since. The position peaked at $541K in Q3 2025. 25 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

  • Harpswell Capital Advisors held 9,667 shares of iShares ESG Aware US Aggregate Bond ETF worth $437K as of Q3 2026.
  • Harpswell Capital Advisors left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q3 2026.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.29% of Harpswell Capital Advisors's portfolio in Q3 2026, its #29 holding.
  • Harpswell Capital Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • Harpswell Capital Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $541K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on Harpswell Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.