Plum Street Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.13M Buy
66,002
+4,987
+8% +$236K 1% 24
2026
Q1
$2.9M Buy
61,015
+161
+0.3% +$7.72K 1% 23
2025
Q4
$2.91M Buy
60,854
+8,584
+16% +$413K 1.04% 23
2025
Q3
$2.51M Buy
52,270
+12,985
+33% +$617K 0.97% 24
2025
Q2
$1.87M Buy
39,285
+3,704
+10% +$174K 0.82% 29
2025
Q1
$1.69M Buy
35,581
+730
+2% +$34.2K 0.81% 30
2024
Q4
$1.62M Buy
34,851
+16,314
+88% +$771K 0.8% 30
2024
Q3
$901K Buy
18,537
+1,668
+10% +$79.8K 0.46% 46
2024
Q2
$786K Sell
16,869
-1,668
-9% -$77.3K 0.46% 43
2024
Q1
$901K Buy
18,537
+4,112
+29% +$193K 0.46% 46
2023
Q4
$689K Buy
+14,425
New +$661K 0.46% 41

Other funds holding EAGG

Plum Street Advisors's EAGG Position: Q2 2026 in Review

Plum Street Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 8.2% in Q2 2026, buying an estimated $236K and bringing the position to 66,002 shares worth $3.13M. The position accounts for 1% of the portfolio, ranked #24.

Plum Street Advisors first reported a position in EAGG in Q4 2023 and has held it in 11 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Plum Street Advisors held 66,002 shares of iShares ESG Aware US Aggregate Bond ETF worth $3.13M as of Q2 2026.
  • Plum Street Advisors bought 4,987 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $236K.
  • iShares ESG Aware US Aggregate Bond ETF made up 1% of Plum Street Advisors's portfolio in Q2 2026, its #24 holding.
  • Plum Street Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.