Maia Wealth
EAGG icon

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

Maia 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
Q3 		$330K Buy
7,290
+2,456
+51% +$114K 0.05% 261
2026
Q2 		$229K Buy
4,834
+392
+9% +$18.6K 0.03% 332
2026
Q1 		$211K Buy
+4,442
New +$213K 0.04% 332
2025
Q4 		– Sell
-6,624
Closed -$318K – 347
2025
Q3 		$318K Buy
6,624
+877
+15% +$41.7K 0.05% 269
2025
Q2 		$273K Buy
+5,747
New +$270K 0.05% 267

Other funds holding EAGG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Maia Wealth's EAGG Position: Q3 2026 in Review

Maia Wealth increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 51% in Q3 2026, buying an estimated $114K and bringing the position to 7,290 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #261.

Maia Wealth first reported a position in EAGG in Q2 2025 and has held it in 5 quarters since. 312 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

  • Maia Wealth held 7,290 shares of iShares ESG Aware US Aggregate Bond ETF worth $330K as of Q3 2026.
  • Maia Wealth bought 2,456 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $114K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.05% of Maia Wealth's portfolio in Q3 2026, its #261 holding.
  • Maia Wealth first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 312 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.