Stratos Wealth Partners’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Stratos Wealth Partners’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	-8,504	Closed	-$404K	–	1711
2026 Q1	$404K	Buy	8,504 +216	+3%	+$10.4K	﹤0.01%	1158
2025 Q4	$397K	Sell	8,288 -1	-0%	-$48	﹤0.01%	1142
2025 Q3	$398K	Sell	8,289 -99	-1%	-$4.71K	﹤0.01%	1113
2025 Q2	$399K	Buy	8,388 +2,439	+41%	+$115K	0.01%	1020
2025 Q1	$282K	Buy	5,949 +455	+8%	+$21.3K	﹤0.01%	1126
2024 Q4	$255K	Buy	5,494 +857	+18%	+$40.5K	﹤0.01%	1223
2024 Q3	$225K	Buy	4,637 +107	+2%	+$5.12K	﹤0.01%	1284
2024 Q2	$211K	Buy	4,530 +35	+0.8%	+$1.62K	﹤0.01%	1256
2024 Q1	$212K	Buy	4,495 +73	+2%	+$3.44K	﹤0.01%	1268
2023 Q4	$211K	Buy	+4,422	New	+$202K	﹤0.01%	1247

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

Stratos Wealth Partners's EAGG Position: Q2 2026 in Review

Stratos Wealth Partners sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026, closing a stake of 8,504 shares — an estimated $404K sold.

Stratos Wealth Partners first reported a position in EAGG in Q4 2023 and held it in 10 quarters. The position peaked at $404K in Q1 2026. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Stratos Wealth Partners reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Stratos Wealth Partners sold 8,504 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $404K.
Stratos Wealth Partners first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and held it in 10 quarters.
Stratos Wealth Partners's iShares ESG Aware US Aggregate Bond ETF position peaked at $404K in Q1 2026.
479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.