Oliver Lagore Vanvalin Investment Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$55.3K	Buy	+1,164	New	+$54.7K	0.02%	237
2024 Q4	$37.9K	Sell	816 -181	-18%	-$8.55K	0.01%	285
2024 Q3	$48.5K	Sell	997 -4	-0.4%	-$191	0.01%	251
2024 Q2	$46.7K	Sell	1,001 -133	-12%	-$6.17K	0.01%	243
2024 Q1	$53.3K	Sell	1,134 -218	-16%	-$10.3K	0.02%	242
2023 Q4	$64.6K	Sell	1,352 -65	-5%	-$2.98K	0.02%	194
2023 Q3	$64.2K	Buy	1,417 +198	+16%	+$9.19K	0.03%	212
2023 Q2	$57.5K	Sell	1,219 -6	-0.5%	-$286	0.02%	237
2023 Q1	$58.9K	Buy	1,225 +1,209	+7,556%	+$57.6K	0.03%	179
2022 Q4	$748	Sell	16 -39	-71%	-$1.82K	﹤0.01%	615
2022 Q3	$3K	Buy	+55	New	+$2.68K	﹤0.01%	492

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's EAGG Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2025: 1,164 shares worth $55.3K. The stake represents 0.02% of the portfolio and ranks #237 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in EAGG as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in EAGG in Q3 2022 and has held it in 11 quarters since. The position peaked at $64.6K in Q4 2023. 415 funds tracked by Wall St. Rank hold EAGG as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 1,164 shares of iShares ESG Aware US Aggregate Bond ETF worth $55.3K as of Q2 2025.
iShares ESG Aware US Aggregate Bond ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares ESG Aware US Aggregate Bond ETF made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #237 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2022 and has held it in 11 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $64.6K in Q4 2023.
415 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.