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

MBE Wealth Management’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	$552K	Buy	12,188 +928	+8%	+$43.2K	0.19%	76
2026 Q2	$534K	Buy	11,260 +1,623	+17%	+$76.9K	0.19%	76
2026 Q1	$458K	Buy	9,637 +1,137	+13%	+$54.5K	0.19%	72
2025 Q4	$407K	Buy	8,500 +66	+0.8%	+$3.17K	0.17%	74
2025 Q3	$405K	Sell	8,434 -1,483	-15%	-$70.5K	0.18%	74
2025 Q2	$471K	Buy	9,917 +597	+6%	+$28K	0.21%	64
2025 Q1	$443K	Buy	+9,320	New	+$437K	0.21%	61
2020 Q2	–	Sell	-682	Closed	-$37K	–	175
2020 Q1	$37K	Buy	+682	New	+$37.2K	0.04%	149

Other funds holding EAGG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

MBE Wealth Management's EAGG Position: Q3 2026 in Review

MBE Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 8.2% in Q3 2026, buying an estimated $43.2K and bringing the position to 12,188 shares worth $552K. The position accounts for 0.19% of the portfolio, ranked #76.

MBE Wealth Management first reported a position in EAGG in Q1 2020 and has held it in 8 quarters since. 312 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

MBE Wealth Management held 12,188 shares of iShares ESG Aware US Aggregate Bond ETF worth $552K as of Q3 2026.
MBE Wealth Management bought 928 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $43.2K.
iShares ESG Aware US Aggregate Bond ETF made up 0.19% of MBE Wealth Management's portfolio in Q3 2026, its #76 holding.
MBE Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2020 and has held it in 8 quarters since.
312 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.