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

Keener Financial 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
2025 Q4	–	Sell	-510	Closed	-$24K	–	92
2025 Q3	$24K	Hold	510	–	–	0.01%	126
2025 Q2	$24K	Hold	510	–	–	0.01%	124
2025 Q1	$24K	Hold	510	–	–	0.02%	101
2024 Q4	$23K	Sell	510 -40	-7%	-$1.89K	0.01%	112
2024 Q3	$26K	Buy	550 +484	+733%	+$23.2K	0.02%	103
2024 Q2	$3K	Buy	66 +17	+35%	+$788	﹤0.01%	171
2024 Q1	$3K	Buy	49 +12	+32%	+$565	﹤0.01%	179
2023 Q4	$2K	Buy	+37	New	+$1.69K	﹤0.01%	176

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Keener Financial Planning's EAGG Position: Q4 2025 in Review

Keener Financial Planning sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2025, closing a stake of 510 shares — an estimated $24K sold.

Keener Financial Planning first reported a position in EAGG in Q4 2023 and held it in 8 quarters. The position peaked at $26K in Q3 2024. 451 funds tracked by Wall St. Rank hold EAGG as of Q4 2025.

Keener Financial Planning reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 510 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2025, an estimated $24K.
Keener Financial Planning first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and held it in 8 quarters.
Keener Financial Planning's iShares ESG Aware US Aggregate Bond ETF position peaked at $26K in Q3 2024.
451 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.