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Highland Financial Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Highland Financial 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 		$370K Buy
7,806
+273
+4% +$12.9K 0.08% 54
2026
Q1 		$358K Buy
7,533
+861
+13% +$41.3K 0.09% 49
2025
Q4 		$319K Buy
6,672
+768
+13% +$36.9K 0.09% 45
2025
Q3 		$284K Sell
5,904
-10,912
-65% -$519K 0.08% 46
2025
Q2 		$799K Buy
16,816
+9,915
+144% +$466K 0.26% 33
2025
Q1 		$328K Buy
6,901
+512
+8% +$24K 0.12% 42
2024
Q4 		$297K Buy
6,389
+78
+1% +$3.69K 0.1% 41
2024
Q3 		$307K Buy
6,311
+916
+17% +$43.8K 0.11% 38
2024
Q2 		$251K Buy
5,395
+215
+4% +$9.97K 0.09% 46
2024
Q1 		$244K Buy
+5,180
New +$244K 0.1% 53

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

Highland Financial Advisors's EAGG Position: Q2 2026 in Review

Highland Financial Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 3.6% in Q2 2026, buying an estimated $12.9K and bringing the position to 7,806 shares worth $370K. The position accounts for 0.08% of the portfolio, ranked #54.

Highland Financial Advisors first reported a position in EAGG in Q1 2024 and has held it in 10 quarters since. The position peaked at $799K in Q2 2025. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Highland Financial Advisors held 7,806 shares of iShares ESG Aware US Aggregate Bond ETF worth $370K as of Q2 2026.
  • Highland Financial Advisors bought 273 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $12.9K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.08% of Highland Financial Advisors's portfolio in Q2 2026, its #54 holding.
  • Highland Financial Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Highland Financial Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $799K in Q2 2025.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.