Physician Wealth Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Physician Wealth 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
2026 Q2	$41.8K	Buy	881 +307	+53%	+$14.5K	0.01%	476
2026 Q1	$27.3K	Buy	574 +4	+0.7%	+$192	﹤0.01%	552
2025 Q4	$27.3K	Buy	570 +7	+1%	+$337	﹤0.01%	509
2025 Q3	$27K	Buy	563 +6	+1%	+$285	﹤0.01%	505
2025 Q2	$26.5K	Buy	557 +5	+0.9%	+$235	﹤0.01%	465
2025 Q1	$26.2K	Buy	552 +4	+0.7%	+$187	﹤0.01%	443
2024 Q4	$25.5K	Buy	+548	New	+$25.9K	﹤0.01%	461

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

Physician Wealth Advisors's EAGG Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 53% in Q2 2026, buying an estimated $14.5K and bringing the position to 881 shares worth $41.8K. The position accounts for 0.01% of the portfolio, ranked #476.

Physician Wealth Advisors first reported a position in EAGG in Q4 2024 and has held it in 7 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Physician Wealth Advisors held 881 shares of iShares ESG Aware US Aggregate Bond ETF worth $41.8K as of Q2 2026.
Physician Wealth Advisors bought 307 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $14.5K.
iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #476 holding.
Physician Wealth Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.