Mallini Complete Financial Planning’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Mallini Complete Financial Planning’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	$3.01M	Buy	66,590 +1,896	+3%	+$88.2K	2.11%	6
2026 Q2	$3.07M	Buy	64,694 +752	+1%	+$35.6K	2.19%	6
2026 Q1	$3.04M	Buy	63,942 +4,850	+8%	+$232K	2.41%	6
2025 Q4	$2.83M	Buy	59,092 +4,799	+9%	+$231K	2.27%	6
2025 Q3	$2.61M	Sell	54,293 -376	-0.7%	-$17.9K	2.12%	6
2025 Q2	$2.6M	Buy	54,669 +12,624	+30%	+$593K	3.28%	6
2025 Q1	$2M	Sell	42,045 -12,832	-23%	-$601K	1.91%	7
2024 Q4	$2.55M	Buy	+54,877	New	+$2.59M	2.42%	6

Other funds holding EAGG

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

Mallini Complete Financial Planning's EAGG Position: Q3 2026 in Review

Mallini Complete Financial Planning increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 2.9% in Q3 2026, buying an estimated $88.2K and bringing the position to 66,590 shares worth $3.01M. The position accounts for 2.11% of the portfolio, ranked #6.

Mallini Complete Financial Planning first reported a position in EAGG in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.07M in Q2 2026. 25 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

Mallini Complete Financial Planning held 66,590 shares of iShares ESG Aware US Aggregate Bond ETF worth $3.01M as of Q3 2026.
Mallini Complete Financial Planning bought 1,896 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $88.2K.
iShares ESG Aware US Aggregate Bond ETF made up 2.11% of Mallini Complete Financial Planning's portfolio in Q3 2026, its #6 holding.
Mallini Complete Financial Planning first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and has held it in 8 quarters since.
Mallini Complete Financial Planning's iShares ESG Aware US Aggregate Bond ETF position peaked at $3.07M in Q2 2026.
25 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q3 2026, filed 6 Oct 2026.