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Tempus Wealth Planning’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Tempus Wealth Planning’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 		$1.97M Buy
41,465
+800
+2% +$37.9K 0.38% 70
2026
Q1 		$1.93M Buy
40,665
+717
+2% +$34.4K 0.44% 63
2025
Q4 		$1.91M Buy
39,948
+811
+2% +$39K 0.44% 53
2025
Q3 		$1.88M Buy
39,137
+859
+2% +$40.8K 0.43% 56
2025
Q2 		$1.82M Buy
38,278
+4,453
+13% +$209K 0.45% 58
2025
Q1 		$1.61M Buy
33,825
+3,770
+13% +$177K 0.48% 58
2024
Q4 		$1.4M Buy
30,055
+1,788
+6% +$84.5K 0.43% 66
2024
Q3 		$1.37M Sell
28,267
-1,229
-4% -$58.8K 0.5% 52
2024
Q2 		$1.37M Buy
+29,496
New +$1.37M 0.57% 46

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Tempus Wealth Planning's EAGG Position: Q2 2026 in Review

Tempus Wealth Planning increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 2% in Q2 2026, buying an estimated $37.9K and bringing the position to 41,465 shares worth $1.97M. The position accounts for 0.38% of the portfolio, ranked #70.

Tempus Wealth Planning 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.

  • Tempus Wealth Planning held 41,465 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.97M as of Q2 2026.
  • Tempus Wealth Planning bought 800 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $37.9K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.38% of Tempus Wealth Planning's portfolio in Q2 2026, its #70 holding.
  • Tempus Wealth Planning 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 Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.