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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return