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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return