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Horst & Graben Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Horst & Graben 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 		$5.16M Buy
109,273
+20,388
+23% +$966K 0.68% 29
2026
Q1 		$4.23M Buy
88,885
+3,828
+5% +$183K 0.58% 34
2025
Q4 		$4.07M Buy
85,057
+206
+0.2% +$9.9K 0.61% 33
2025
Q3 		$4.08M Sell
84,851
-2,154
-2% -$102K 0.62% 34
2025
Q2 		$4.14M Sell
87,005
-1,250
-1% -$58.7K 0.68% 31
2025
Q1 		$4.19M Buy
88,255
+24,643
+39% +$1.16M 0.75% 27
2024
Q4 		$2.95M Buy
63,612
+3,013
+5% +$142K 0.53% 32
2024
Q3 		$2.94M Buy
60,599
+541
+0.9% +$25.9K 0.53% 31
2024
Q2 		$2.8M Sell
60,058
-6,116
-9% -$284K 0.53% 32
2024
Q1 		$3.11M Buy
66,174
+7,030
+12% +$331K 0.63% 28
2023
Q4 		$2.82M Buy
59,144
+396
+0.7% +$18.1K 0.62% 32
2023
Q3 		$2.66M Buy
58,748
+6,597
+13% +$306K 0.65% 26
2023
Q2 		$2.46M Buy
52,151
+9,281
+22% +$442K 0.59% 26
2023
Q1 		$2.06M Buy
+42,870
New +$2.04M 0.51% 30
2020
Q4 		– Sell
-8,426
Closed -$476K – 114
2020
Q3 		$476K Buy
+8,426
New +$478K 0.18% 62

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

Horst & Graben Wealth Management's EAGG Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 23% in Q2 2026, buying an estimated $966K and bringing the position to 109,273 shares worth $5.16M. The position accounts for 0.68% of the portfolio, ranked #29.

Horst & Graben Wealth Management first reported a position in EAGG in Q3 2020 and has held it in 15 quarters since. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Horst & Graben Wealth Management held 109,273 shares of iShares ESG Aware US Aggregate Bond ETF worth $5.16M as of Q2 2026.
  • Horst & Graben Wealth Management bought 20,388 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $966K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.68% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Horst & Graben Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2020 and has held it in 15 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.