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Keystone Financial Services (Colorado)’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Keystone Financial Services (Colorado)’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 		$453K Buy
+9,547
New +$452K 0.12% 75
2025
Q4 		– Sell
-4,810
Closed -$231K – 127
2025
Q3 		$231K Buy
4,810
+92
+2% +$4.37K 0.07% 110
2025
Q2 		$224K Sell
4,718
-1,612
-25% -$75.7K 0.08% 102
2025
Q1 		$301K Buy
+6,330
New +$297K 0.11% 72
2024
Q1 		– Sell
-6,002
Closed -$287K – 87
2023
Q4 		$287K Buy
6,002
+434
+8% +$19.9K 0.14% 68
2023
Q3 		$252K Buy
5,568
+678
+14% +$31.5K 0.13% 65
2023
Q2 		$231K Hold
4,890
– – 0.12% 67
2023
Q1 		$235K Buy
+4,890
New +$233K 0.13% 65

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

Keystone Financial Services (Colorado)'s EAGG Position: Q2 2026 in Review

Keystone Financial Services (Colorado) opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026: 9,547 shares worth $453K. The stake represents 0.12% of the portfolio and ranks #75 among its holdings. This is a return to the name: Keystone Financial Services (Colorado) previously reported a position in EAGG as recently as Q3 2025.

Keystone Financial Services (Colorado) first reported a position in EAGG in Q1 2023 and has held it in 8 quarters since. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Keystone Financial Services (Colorado) held 9,547 shares of iShares ESG Aware US Aggregate Bond ETF worth $453K as of Q2 2026.
  • iShares ESG Aware US Aggregate Bond ETF was a new Keystone Financial Services (Colorado) position in Q2 2026.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.12% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #75 holding.
  • Keystone Financial Services (Colorado) first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and has held it in 8 quarters since.
  • 479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.