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JFS Wealth Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

JFS Wealth 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 		$289K Buy
6,089
+905
+17% +$42.9K 0.01% 301
2026
Q1 		$247K Buy
5,184
+557
+12% +$26.7K 0.01% 299
2025
Q4 		$221K Sell
4,627
-345
-7% -$16.6K 0.01% 307
2025
Q3 		$239K Sell
4,972
-344
-6% -$16.4K 0.01% 303
2025
Q2 		$253K Buy
5,316
+49
+0.9% +$2.3K 0.02% 278
2025
Q1 		$250K Buy
5,267
+1,177
+29% +$55.2K 0.02% 280
2024
Q4 		$190K Buy
4,090
+432
+12% +$20.4K 0.01% 295
2024
Q3 		$178K Sell
3,658
-125
-3% -$5.98K 0.01% 299
2024
Q2 		$176K Sell
3,783
-74
-2% -$3.43K 0.01% 253
2024
Q1 		$182K Sell
3,857
-117
-3% -$5.5K 0.01% 250
2023
Q4 		$190K Buy
+3,974
New +$182K 0.02% 242

Other funds holding EAGG

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return