Silver Oak Advisory Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Silver Oak Advisory Group’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	$1.04M	Buy	21,864 +1,767	+9%	+$83.7K	0.41%	32
2026 Q1	$955K	Buy	20,097 +542	+3%	+$26K	0.41%	32
2025 Q4	$935K	Buy	19,555 +342	+2%	+$16.4K	0.42%	32
2025 Q3	$922K	Sell	19,213 -19	-0.1%	-$903	0.42%	32
2025 Q2	$914K	Buy	19,232 +4,652	+32%	+$218K	0.44%	30
2025 Q1	$692K	Buy	14,580 +8,786	+152%	+$412K	0.37%	31
2024 Q4	$269K	Buy	5,794 +74	+1%	+$3.5K	0.14%	51
2024 Q3	$277K	Buy	5,720 +56	+1%	+$2.68K	0.14%	53
2024 Q2	$264K	Buy	+5,664	New	+$263K	0.15%	52

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 22.96% 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

Silver Oak Advisory Group's EAGG Position: Q2 2026 in Review

Silver Oak Advisory Group increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 8.8% in Q2 2026, buying an estimated $83.7K and bringing the position to 21,864 shares worth $1.04M. The position accounts for 0.41% of the portfolio, ranked #32.

Silver Oak Advisory Group first reported a position in EAGG in Q2 2024 and has held it in 9 quarters since. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Silver Oak Advisory Group held 21,864 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.04M as of Q2 2026.
Silver Oak Advisory Group bought 1,767 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $83.7K.
iShares ESG Aware US Aggregate Bond ETF made up 0.41% of Silver Oak Advisory Group's portfolio in Q2 2026, its #32 holding.
Silver Oak Advisory Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Silver Oak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.