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

Shira Ridge 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
2026
Q2 		– Sell
-116,463
Closed -$5.54M – 84
2026
Q1 		$5.54M Buy
116,463
+31,151
+37% +$1.49M 2.19% 14
2025
Q4 		$4.08M Buy
85,312
+19,155
+29% +$921K 1.64% 17
2025
Q3 		$3.18M Sell
66,157
-19,511
-23% -$928K 1.35% 23
2025
Q2 		$4.07M Sell
85,668
-6,130
-7% -$288K 1.86% 16
2025
Q1 		$4.36M Sell
91,798
-10,297
-10% -$483K 2.17% 14
2024
Q4 		$4.74M Buy
102,095
+38,578
+61% +$1.82M 2.32% 13
2024
Q3 		$3.09M Buy
63,517
+56,504
+806% +$2.7M 1.57% 17
2024
Q2 		$327K Buy
7,013
+1,209
+21% +$56K 0.18% 61
2024
Q1 		$273K Buy
+5,804
New +$273K 0.16% 64

Other funds holding EAGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Shira Ridge Wealth Management's EAGG Position: Q2 2026 in Review

Shira Ridge Wealth Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026, closing a stake of 116,463 shares — an estimated $5.54M sold.

Shira Ridge Wealth Management first reported a position in EAGG in Q1 2024 and held it in 9 quarters. The position peaked at $5.54M in Q1 2026. 78 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Shira Ridge Wealth Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Shira Ridge Wealth Management sold 116,463 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $5.54M.
  • Shira Ridge Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2024 and held it in 9 quarters.
  • Shira Ridge Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $5.54M in Q1 2026.
  • 78 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.