Mather Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Mather 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 Q3	$11.4M	Buy	251,404 +10,880	+5%	+$506K	0.1%	98
2026 Q2	$11.4M	Buy	240,524 +8,638	+4%	+$409K	0.1%	96
2026 Q1	$11M	Buy	231,886 +7,728	+3%	+$370K	0.11%	80
2025 Q4	$10.7M	Buy	224,158 +9,080	+4%	+$436K	0.11%	82
2025 Q3	$10.3M	Buy	215,078 +8,162	+4%	+$388K	0.1%	84
2025 Q2	$9.8M	Buy	206,916 +22,273	+12%	+$1.05M	0.11%	85
2025 Q1	$8.77M	Buy	184,643 +1,263	+0.7%	+$59.2K	0.1%	84
2024 Q4	$8.52M	Buy	183,380 +8,618	+5%	+$407K	0.11%	86
2024 Q3	$8.49M	Buy	174,762 +174,686	+229,850%	+$8.36M	0.11%	87
2024 Q2	$3.58K	Sell	76 -8	-10%	-$371	﹤0.01%	1719
2024 Q1	$4.01K	Buy	+84	New	+$3.95K	﹤0.01%	1395

Other funds holding EAGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

NCM

Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return

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

BFP

Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

Mather Group's EAGG Position: Q3 2026 in Review

Mather Group increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 4.5% in Q3 2026, buying an estimated $506K and bringing the position to 251,404 shares worth $11.4M. The position accounts for 0.1% of the portfolio, ranked #98.

Mather Group first reported a position in EAGG in Q1 2024 and has held it in 11 quarters since. The position peaked at $11.4M in Q2 2026. 103 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

Mather Group held 251,404 shares of iShares ESG Aware US Aggregate Bond ETF worth $11.4M as of Q3 2026.
Mather Group bought 10,880 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $506K.
iShares ESG Aware US Aggregate Bond ETF made up 0.1% of Mather Group's portfolio in Q3 2026, its #98 holding.
Mather Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2024 and has held it in 11 quarters since.
Mather Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $11.4M in Q2 2026.
103 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.