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RTD Financial Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

RTD Financial 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 		$3.23M Buy
68,155
+837
+1% +$39.7K 0.35% 48
2026
Q1 		$3.2M Buy
67,318
+137
+0.2% +$6.57K 0.39% 46
2025
Q4 		$3.21M Buy
67,181
+637
+1% +$30.6K 0.39% 46
2025
Q3 		$3.2M Buy
66,544
+631
+1% +$30K 0.38% 46
2025
Q2 		$3.13M Sell
65,913
-23,153
-26% -$1.09M 0.4% 45
2025
Q1 		$4.23M Buy
89,066
+26,757
+43% +$1.25M 0.57% 38
2024
Q4 		$2.89M Buy
62,309
+3,871
+7% +$183K 0.37% 44
2024
Q3 		$2.84M Buy
58,438
+757
+1% +$36.2K 0.36% 44
2024
Q2 		$2.69M Sell
57,681
-831
-1% -$38.5K 0.36% 44
2024
Q1 		$2.75M Sell
58,512
-113
-0.2% -$5.32K 0.37% 45
2023
Q4 		$2.8M Buy
58,625
+2,555
+5% +$117K 0.39% 43
2023
Q3 		$2.54M Buy
56,070
+718
+1% +$33.3K 0.39% 45
2023
Q2 		$2.61M Sell
55,352
-1,042
-2% -$49.6K 0.38% 44
2023
Q1 		$2.71M Buy
56,394
+2,766
+5% +$132K 0.42% 42
2022
Q4 		$2.51M Buy
53,628
+6,400
+14% +$298K 0.41% 43
2022
Q3 		$2.19M Sell
47,228
-2,945
-6% -$143K 0.4% 45
2022
Q2 		$2.46M Buy
50,173
+7,830
+18% +$388K 0.38% 48
2022
Q1 		$2.19M Buy
42,343
+4,231
+11% +$224K 0.3% 48
2021
Q4 		$2.1M Buy
+38,112
New +$2.1M 0.28% 48

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

RTD Financial Advisors's EAGG Position: Q2 2026 in Review

RTD Financial Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.2% in Q2 2026, buying an estimated $39.7K and bringing the position to 68,155 shares worth $3.23M. The position accounts for 0.35% of the portfolio, ranked #48.

RTD Financial Advisors first reported a position in EAGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.23M in Q1 2025. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • RTD Financial Advisors held 68,155 shares of iShares ESG Aware US Aggregate Bond ETF worth $3.23M as of Q2 2026.
  • RTD Financial Advisors bought 837 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $39.7K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.35% of RTD Financial Advisors's portfolio in Q2 2026, its #48 holding.
  • RTD Financial Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • RTD Financial Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $4.23M in Q1 2025.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.