Mount Yale Investment Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Mount Yale Investment Advisors’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
2025 Q3	–	Sell	-1,161	Closed	-$55.2K	–	916
2025 Q2	$55.2K	Buy	+1,161	New	+$54.5K	﹤0.01%	791
2024 Q1	–	Sell	-4,356	Closed	-$208K	–	543
2023 Q4	$208K	Sell	4,356 -566	-11%	-$25.9K	0.02%	470
2023 Q3	$223K	Buy	4,922 +649	+15%	+$30.1K	0.02%	455
2023 Q2	$202K	Buy	+4,273	New	+$204K	0.02%	464

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mount Yale Investment Advisors's EAGG Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q3 2025, closing a stake of 1,161 shares — an estimated $55.2K sold.

Mount Yale Investment Advisors first reported a position in EAGG in Q2 2023 and held it in 4 quarters. The position peaked at $223K in Q3 2023. 417 funds tracked by Wall St. Rank hold EAGG as of Q3 2025.

Mount Yale Investment Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 1,161 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2025, an estimated $55.2K.
Mount Yale Investment Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2023 and held it in 4 quarters.
Mount Yale Investment Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $223K in Q3 2023.
417 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.