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Planning Alternatives’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Planning Alternatives’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 		$2.31M Buy
48,782
+520
+1% +$24.6K 0.25% 25
2026
Q1 		$2.29M Buy
48,262
+1,480
+3% +$70.9K 0.3% 21
2025
Q4 		$2.24M Buy
46,782
+5,117
+12% +$246K 0.28% 20
2025
Q3 		$2M Buy
41,665
+2,161
+5% +$103K 0.26% 21
2025
Q2 		$1.88M Sell
39,504
-3,748
-9% -$176K 0.26% 23
2025
Q1 		$2.05M Buy
43,252
+8,869
+26% +$416K 0.31% 21
2024
Q4 		$1.6M Buy
34,383
+5,267
+18% +$249K 0.25% 22
2024
Q3 		$1.41M Buy
+29,116
New +$1.39M 0.22% 23

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Planning Alternatives's EAGG Position: Q2 2026 in Review

Planning Alternatives increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.1% in Q2 2026, buying an estimated $24.6K and bringing the position to 48,782 shares worth $2.31M. The position accounts for 0.25% of the portfolio, ranked #25.

Planning Alternatives first reported a position in EAGG in Q3 2024 and has held it in 8 quarters since. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Planning Alternatives held 48,782 shares of iShares ESG Aware US Aggregate Bond ETF worth $2.31M as of Q2 2026.
  • Planning Alternatives bought 520 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $24.6K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.25% of Planning Alternatives's portfolio in Q2 2026, its #25 holding.
  • Planning Alternatives first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.