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Holistic Planning’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Holistic Planning’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 		$340K Buy
7,178
+1,024
+17% +$48.5K 0.05% 258
2026
Q1 		$293K Sell
6,154
-441
-7% -$21.1K 0.06% 239
2025
Q4 		$316K Buy
+6,595
New +$317K 0.07% 215

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

Holistic Planning's EAGG Position: Q2 2026 in Review

Holistic Planning increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 17% in Q2 2026, buying an estimated $48.5K and bringing the position to 7,178 shares worth $340K. The position accounts for 0.05% of the portfolio, ranked #258.

Holistic Planning first reported a position in EAGG in Q4 2025 and has held it in 3 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Holistic Planning held 7,178 shares of iShares ESG Aware US Aggregate Bond ETF worth $340K as of Q2 2026.
  • Holistic Planning bought 1,024 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $48.5K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.05% of Holistic Planning's portfolio in Q2 2026, its #258 holding.
  • Holistic Planning first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.