Savvy Advisors Inc’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Savvy Advisors Inc’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	$1.81M	Buy	38,131 +11,343	+42%	+$538K	0.04%	361
2026 Q1	$1.27M	Buy	26,788 +342	+1%	+$16.4K	0.03%	370
2025 Q4	$1.27M	Buy	26,446 +837	+3%	+$40.2K	0.04%	325
2025 Q3	$1.23M	Sell	25,609 -1,725	-6%	-$82K	0.06%	231
2025 Q2	$1.3M	Buy	27,334 +15,957	+140%	+$749K	0.09%	172
2025 Q1	$540K	Buy	11,377 +1,077	+10%	+$50.5K	0.05%	277
2024 Q4	$478K	Buy	10,300 +2,787	+37%	+$132K	0.06%	250
2024 Q3	$365K	Buy	7,513 +151	+2%	+$7.23K	0.07%	226
2024 Q2	$343K	Buy	+7,362	New	+$341K	0.11%	191

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Savvy Advisors Inc's EAGG Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 42% in Q2 2026, buying an estimated $538K and bringing the position to 38,131 shares worth $1.81M. The position accounts for 0.04% of the portfolio, ranked #361.

Savvy Advisors Inc first reported a position in EAGG in Q2 2024 and has held it in 9 quarters since. 480 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Savvy Advisors Inc held 38,131 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.81M as of Q2 2026.
Savvy Advisors Inc bought 11,343 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $538K.
iShares ESG Aware US Aggregate Bond ETF made up 0.04% of Savvy Advisors Inc's portfolio in Q2 2026, its #361 holding.
Savvy Advisors Inc first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
480 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.