Spectrum Planning & Advisory Services’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Spectrum Planning & Advisory Services’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	$500K	Buy	10,544 +1,938	+23%	+$91.8K	0.22%	58
2026 Q1	$409K	Sell	8,606 -381	-4%	-$18.3K	0.2%	67
2025 Q4	$430K	Buy	8,987 +50	+0.6%	+$2.4K	0.22%	69
2025 Q3	$429K	Sell	8,937 -18	-0.2%	-$856	0.24%	64
2025 Q2	$426K	Buy	8,955 +1,013	+13%	+$47.6K	0.28%	59
2025 Q1	$377K	Buy	7,942 +2,441	+44%	+$114K	0.31%	47
2024 Q4	$255K	Buy	5,501 +493	+10%	+$23.3K	0.22%	53
2024 Q3	$243K	Buy	+5,008	New	+$240K	0.23%	53

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

Spectrum Planning & Advisory Services's EAGG Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 23% in Q2 2026, buying an estimated $91.8K and bringing the position to 10,544 shares worth $500K. The position accounts for 0.22% of the portfolio, ranked #58.

Spectrum Planning & Advisory Services first reported a position in EAGG in Q3 2024 and has held it in 8 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Spectrum Planning & Advisory Services held 10,544 shares of iShares ESG Aware US Aggregate Bond ETF worth $500K as of Q2 2026.
Spectrum Planning & Advisory Services bought 1,938 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $91.8K.
iShares ESG Aware US Aggregate Bond ETF made up 0.22% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #58 holding.
Spectrum Planning & Advisory Services first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2024 and has held it in 8 quarters since.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.