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Hoxton Planning & Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Hoxton Planning & 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 		$921K Buy
19,420
+5,367
+38% +$254K 0.24% 75
2026
Q1 		$668K Buy
14,053
+2,533
+22% +$121K 0.2% 86
2025
Q4 		$551K Buy
11,520
+310
+3% +$14.9K 0.16% 103
2025
Q3 		$538K Buy
11,210
+659
+6% +$31.3K 0.17% 108
2025
Q2 		$502K Sell
10,551
-884
-8% -$41.5K 0.17% 106
2025
Q1 		$543K Buy
11,435
+5,871
+106% +$275K 0.21% 95
2024
Q4 		$258K Buy
5,564
+161
+3% +$7.61K 0.1% 171
2024
Q3 		$263K Buy
5,403
+232
+4% +$11.1K 0.1% 168
2024
Q2 		$241K Sell
5,171
-346
-6% -$16K 0.11% 134
2024
Q1 		$260K Sell
5,517
-370
-6% -$17.4K 0.12% 129
2023
Q4 		$281K Sell
5,887
-329
-5% -$15.1K 0.15% 112
2023
Q3 		$282K Buy
6,216
+858
+16% +$39.8K 0.18% 105
2023
Q2 		$253K Sell
5,358
-11,429
-68% -$545K 0.16% 117
2023
Q1 		$807K Buy
+16,787
New +$800K 0.44% 38

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

Hoxton Planning & Management's EAGG Position: Q2 2026 in Review

Hoxton Planning & Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 38% in Q2 2026, buying an estimated $254K and bringing the position to 19,420 shares worth $921K. The position accounts for 0.24% of the portfolio, ranked #75.

Hoxton Planning & Management first reported a position in EAGG in Q1 2023 and has held it in 14 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Hoxton Planning & Management held 19,420 shares of iShares ESG Aware US Aggregate Bond ETF worth $921K as of Q2 2026.
  • Hoxton Planning & Management bought 5,367 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $254K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.24% of Hoxton Planning & Management's portfolio in Q2 2026, its #75 holding.
  • Hoxton Planning & Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.