JB Capital
EAGG icon

JB Capital’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

JB Capital’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 		$708K Buy
15,649
+1,545
+11% +$71.9K 0.02% 161
2026
Q2 		$669K Buy
14,104
+2,548
+22% +$121K 0.02% 170
2026
Q1 		$549K Buy
11,556
+911
+9% +$43.7K 0.02% 176
2025
Q4 		$509K Buy
10,645
+109
+1% +$5.24K 0.02% 179
2025
Q3 		$506K Buy
10,536
+466
+5% +$22.2K 0.02% 175
2025
Q2 		$479K Buy
10,070
+901
+10% +$42.3K 0.02% 167
2025
Q1 		$435K Buy
9,169
+1,888
+26% +$88.5K 0.02% 161
2024
Q4 		$338K Buy
7,281
+2,051
+39% +$96.9K 0.02% 174
2024
Q3 		$254K Sell
5,230
-138
-3% -$6.61K 0.01% 196
2024
Q2 		$250K Sell
5,368
-464
-8% -$21.5K 0.02% 203
2024
Q1 		$274K Buy
5,832
+377
+7% +$17.7K 0.02% 192
2023
Q4 		$260K Sell
5,455
-127
-2% -$5.82K 0.02% 177
2023
Q3 		$253K Buy
5,582
+805
+17% +$37.3K 0.02% 160
2023
Q2 		$225K Buy
4,777
+118
+3% +$5.62K 0.02% 160
2023
Q1 		$224K Buy
+4,659
New +$222K 0.02% 154

Other funds holding EAGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Bluestem Financial Advisors
Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $550M AUM 8.26% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

JB Capital's EAGG Position: Q3 2026 in Review

JB Capital increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 11% in Q3 2026, buying an estimated $71.9K and bringing the position to 15,649 shares worth $708K. The position accounts for 0.02% of the portfolio, ranked #161.

JB Capital first reported a position in EAGG in Q1 2023 and has held it in 15 quarters since. 144 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

  • JB Capital held 15,649 shares of iShares ESG Aware US Aggregate Bond ETF worth $708K as of Q3 2026.
  • JB Capital bought 1,545 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $71.9K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.02% of JB Capital's portfolio in Q3 2026, its #161 holding.
  • JB Capital first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • 144 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.