Larson Financial Group
EAGG icon

Larson Financial Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Larson Financial Group’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
Q3 		$815 Hold
18
– – ﹤0.01% 3471
2026
Q2 		$853 Sell
18
-91
-83% -$4.31K ﹤0.01% 3370
2026
Q1 		$5.18K Hold
109
– – ﹤0.01% 2593
2025
Q4 		$5.22K Buy
109
+45
+70% +$2.16K ﹤0.01% 2440
2025
Q3 		$3.07K Sell
64
-95
-60% -$4.52K ﹤0.01% 2535
2025
Q2 		$7.56K Hold
159
– – ﹤0.01% 1936
2025
Q1 		$7.55K Hold
159
– – ﹤0.01% 1743
2024
Q4 		$7.38K Hold
159
– – ﹤0.01% 1575
2024
Q3 		$7.73K Sell
159
-9
-5% -$431 ﹤0.01% 1576
2024
Q2 		$7.83K Hold
168
– – ﹤0.01% 1333
2024
Q1 		$7.91K Hold
168
– – ﹤0.01% 1102
2023
Q4 		$8.02K Hold
168
– – ﹤0.01% 1069
2023
Q3 		$7.61K Hold
168
– – ﹤0.01% 1073
2023
Q2 		$7.92K Buy
168
+104
+163% +$4.96K ﹤0.01% 1000
2023
Q1 		$3.08K Buy
+64
New +$3.05K ﹤0.01% 1174

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PNC Financial Services Group
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Allworth Financial
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Savant Capital
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Wealth Enhancement Advisory Services
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KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Ferguson Wellman Capital Management
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Truist Financial
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Larson Financial Group's EAGG Position: Q3 2026 in Review

Larson Financial Group held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q3 2026 at 18 shares worth $815. The position accounts for ﹤0.01% of the portfolio, ranked #3471.

Larson Financial Group first reported a position in EAGG in Q1 2023 and has held it in 15 quarters since. The position peaked at $8.02K in Q4 2023. 312 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

  • Larson Financial Group held 18 shares of iShares ESG Aware US Aggregate Bond ETF worth $815 as of Q3 2026.
  • Larson Financial Group left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q3 2026.
  • iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3471 holding.
  • Larson Financial Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Larson Financial Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $8.02K in Q4 2023.
  • 312 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.