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

Veridan Wealth’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	$454K	Buy	9,577 +564	+6%	+$26.7K	0.15%	57
2026 Q1	$429K	Sell	9,013 -250	-3%	-$12K	0.16%	57
2025 Q4	$443K	Buy	9,263 +140	+2%	+$6.73K	0.15%	55
2025 Q3	$438K	Buy	+9,123	New	+$434K	0.15%	54
2025 Q1	$441K	Sell	9,284 -3,359	-27%	-$157K	0.2%	50
2024 Q4	$589K	Buy	+12,643	New	+$597K	0.28%	46
2024 Q2	$429K	Buy	+9,028	New	+$419K	0.17%	52

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

Veridan Wealth's EAGG Position: Q2 2026 in Review

Veridan Wealth increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 6.3% in Q2 2026, buying an estimated $26.7K and bringing the position to 9,577 shares worth $454K. The position accounts for 0.15% of the portfolio, ranked #57.

Veridan Wealth first reported a position in EAGG in Q2 2024 and has held it in 7 quarters since. The position peaked at $589K in Q4 2024. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Veridan Wealth held 9,577 shares of iShares ESG Aware US Aggregate Bond ETF worth $454K as of Q2 2026.
Veridan Wealth bought 564 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $26.7K.
iShares ESG Aware US Aggregate Bond ETF made up 0.15% of Veridan Wealth's portfolio in Q2 2026, its #57 holding.
Veridan Wealth first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2024 and has held it in 7 quarters since.
Veridan Wealth's iShares ESG Aware US Aggregate Bond ETF position peaked at $589K in Q4 2024.
479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.