Leonard Rickey Investment Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Leonard Rickey Investment Advisors’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	$668K	Sell	14,080 -1,963	-12%	-$93K	0.1%	59
2026 Q1	$763K	Buy	16,043 +101	+0.6%	+$4.84K	0.13%	55
2025 Q4	$763K	Sell	15,942 -1,717	-10%	-$82.5K	0.14%	55
2025 Q3	$848K	Buy	17,659 +412	+2%	+$19.6K	0.16%	52
2025 Q2	$820K	Sell	17,247 -1,540	-8%	-$72.3K	0.16%	51
2025 Q1	$879K	Sell	18,787 -82	-0.4%	-$3.84K	0.19%	44
2024 Q4	$876K	Buy	18,869 +121	+0.6%	+$5.72K	0.2%	44
2024 Q3	$911K	Sell	18,748 -198	-1%	-$9.48K	0.21%	43
2024 Q2	$883K	Buy	+18,946	New	+$878K	0.21%	42

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

Leonard Rickey Investment Advisors's EAGG Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 12% in Q2 2026, selling an estimated $93K and leaving 14,080 shares worth $668K. The position accounts for 0.1% of the portfolio, ranked #59.

Leonard Rickey Investment Advisors first reported a position in EAGG in Q2 2024 and has held it in 9 quarters since. The position peaked at $911K in Q3 2024. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Leonard Rickey Investment Advisors held 14,080 shares of iShares ESG Aware US Aggregate Bond ETF worth $668K as of Q2 2026.
Leonard Rickey Investment Advisors sold 1,963 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $93K.
iShares ESG Aware US Aggregate Bond ETF made up 0.1% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #59 holding.
Leonard Rickey Investment Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Leonard Rickey Investment Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $911K in Q3 2024.
477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.