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Three Bearings Fiduciary Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Three Bearings Fiduciary Advisors’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 		$16.5K Hold
348
– – 0.01% 119
2026
Q1 		$16.5K Hold
348
– – 0.02% 116
2025
Q4 		$16.7K Buy
+348
New +$16.7K 0.02% 121

Other funds holding EAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Three Bearings Fiduciary Advisors's EAGG Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q2 2026 at 348 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #119.

Three Bearings Fiduciary Advisors first reported a position in EAGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $16.7K in Q4 2025. 314 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 348 shares of iShares ESG Aware US Aggregate Bond ETF worth $16.5K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #119 holding.
  • Three Bearings Fiduciary Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $16.7K in Q4 2025.
  • 314 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.