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Ruedi Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Ruedi Wealth Management’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
2025
Q2 		– Sell
-17
Closed -$819 – 133
2025
Q1 		$819 Buy
17
+1
+6% +$47 ﹤0.01% 299
2024
Q4 		$763 Hold
16
– – ﹤0.01% 304
2024
Q3 		$773 Hold
16
– – ﹤0.01% 309
2024
Q2 		$737 Buy
+16
New +$742 ﹤0.01% 395

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 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ruedi Wealth Management's EAGG Position: Q2 2025 in Review

Ruedi Wealth Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2025, closing a stake of 17 shares — an estimated $819 sold.

Ruedi Wealth Management first reported a position in EAGG in Q2 2024 and held it in 4 quarters. The position peaked at $819 in Q1 2025. 417 funds tracked by Wall St. Rank hold EAGG as of Q2 2025.

  • Ruedi Wealth Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 17 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2025, an estimated $819.
  • Ruedi Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2024 and held it in 4 quarters.
  • Ruedi Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $819 in Q1 2025.
  • 417 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.