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 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

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

Mallini Complete Financial Planning's EAGG Position: Q2 2026 in Review

Mallini Complete Financial Planning increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.2% in Q2 2026, buying an estimated $35.6K and bringing the position to 64,694 shares worth $3.07M. The position accounts for 2.19% of the portfolio, ranked #6.

Mallini Complete Financial Planning first reported a position in EAGG in Q4 2024 and has held it in 7 quarters since. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Mallini Complete Financial Planning held 64,694 shares of iShares ESG Aware US Aggregate Bond ETF worth $3.07M as of Q2 2026.
Mallini Complete Financial Planning bought 752 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $35.6K.
iShares ESG Aware US Aggregate Bond ETF made up 2.19% of Mallini Complete Financial Planning's portfolio in Q2 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 7 quarters since.
477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q2 2026, filed 8 Jul 2026.