Kestra Advisory Services’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Kestra Advisory Services’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	$1.76M	Buy	37,219 +5,026	+16%	+$238K	0.01%	1436
2026 Q1	$1.53M	Buy	32,193 +2,059	+7%	+$98.7K	0.01%	1464
2025 Q4	$1.44M	Buy	30,134 +7,780	+35%	+$374K	0.01%	1417
2025 Q3	$1.07M	Buy	22,354 +7,292	+48%	+$347K	﹤0.01%	1539
2025 Q2	$716K	Buy	15,062 +1,862	+14%	+$87.5K	﹤0.01%	1713
2025 Q1	$627K	Sell	13,200 -1,813	-12%	-$85K	﹤0.01%	1670
2024 Q4	$697K	Buy	15,013 +1,004	+7%	+$47.4K	﹤0.01%	1643
2024 Q3	$681K	Buy	14,009 +4,106	+41%	+$197K	﹤0.01%	1563
2024 Q2	$462K	Buy	9,903 +1,485	+18%	+$68.8K	﹤0.01%	1835
2024 Q1	$396K	Buy	8,418 +2,922	+53%	+$137K	﹤0.01%	1812
2023 Q4	$262K	Sell	5,496 -447	-8%	-$20.5K	﹤0.01%	1933
2023 Q3	$269K	Buy	5,943 +946	+19%	+$43.9K	﹤0.01%	1737
2023 Q2	$236K	Buy	+4,997	New	+$238K	﹤0.01%	1807
2023 Q1	–	Sell	-4,561	Closed	-$213K	–	2131
2022 Q4	$213K	Sell	4,561 -101	-2%	-$4.71K	﹤0.01%	1981
2022 Q3	$217K	Buy	4,662 +472	+11%	+$23K	﹤0.01%	1818
2022 Q2	$205K	Buy	+4,190	New	+$207K	﹤0.01%	1883
2021 Q4	–	Sell	-4,084	Closed	-$225K	–	2061
2021 Q3	$225K	Buy	+4,084	New	+$227K	﹤0.01%	1900

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

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

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

BlackRock New York $6.73T AUM 46.02% 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

Kestra Advisory Services's EAGG Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 16% in Q2 2026, buying an estimated $238K and bringing the position to 37,219 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #1436.

Kestra Advisory Services first reported a position in EAGG in Q3 2021 and has held it in 17 quarters since. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Kestra Advisory Services held 37,219 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.76M as of Q2 2026.
Kestra Advisory Services bought 5,026 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $238K.
iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1436 holding.
Kestra Advisory Services first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2021 and has held it in 17 quarters since.
479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.