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

Keyvantage Wealth’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	$232K	Sell	4,889 -52	-1%	-$2.46K	0.09%	85
2026 Q1	$235K	Sell	4,941 -55	-1%	-$2.64K	0.1%	85
2025 Q4	$239K	Hold	4,996	–	–	0.1%	84
2025 Q3	$240K	Sell	4,996 -64	-1%	-$3.04K	0.1%	83
2025 Q2	$241K	Sell	5,060 -97	-2%	-$4.56K	0.11%	82
2025 Q1	$245K	Sell	5,157 -66	-1%	-$3.09K	0.12%	82
2024 Q4	$243K	Buy	+5,223	New	+$247K	0.17%	81

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

Keyvantage Wealth's EAGG Position: Q2 2026 in Review

Keyvantage Wealth reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.1% in Q2 2026, selling an estimated $2.46K and leaving 4,889 shares worth $232K. The position accounts for 0.09% of the portfolio, ranked #85.

Keyvantage Wealth first reported a position in EAGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $245K in Q1 2025. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Keyvantage Wealth held 4,889 shares of iShares ESG Aware US Aggregate Bond ETF worth $232K as of Q2 2026.
Keyvantage Wealth sold 52 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $2.46K.
iShares ESG Aware US Aggregate Bond ETF made up 0.09% of Keyvantage Wealth's portfolio in Q2 2026, its #85 holding.
Keyvantage Wealth first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Keyvantage Wealth's iShares ESG Aware US Aggregate Bond ETF position peaked at $245K in Q1 2025.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.