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 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

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

Larson Financial Group's EAGG Position: Q2 2026 in Review

Larson Financial Group reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 83% in Q2 2026, selling an estimated $4.31K and leaving 18 shares worth $853. The position accounts for ﹤0.01% of the portfolio, ranked #3370.

Larson Financial Group first reported a position in EAGG in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.02K in Q4 2023. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Larson Financial Group held 18 shares of iShares ESG Aware US Aggregate Bond ETF worth $853 as of Q2 2026.
Larson Financial Group sold 91 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $4.31K.
iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3370 holding.
Larson Financial Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Larson Financial Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $8.02K in Q4 2023.
479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.