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RAFFA WEALTH MANAGEMENT, LLC’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$23K Buy
485
+4
+0.8% +$190 ﹤0.01% 266
2026
Q1 		$22.9K Buy
481
+11
+2% +$527 ﹤0.01% 252
2025
Q4 		$22.5K Buy
470
+7
+2% +$337 ﹤0.01% 247
2025
Q3 		$22.3K Buy
463
+8
+2% +$380 ﹤0.01% 251
2025
Q2 		$21.6K Buy
455
+5
+1% +$235 ﹤0.01% 263
2025
Q1 		$21.4K Buy
450
+2
+0.4% +$94 ﹤0.01% 218
2024
Q4 		$20.8K Buy
448
+29
+7% +$1.37K ﹤0.01% 229
2024
Q3 		$20.4K Buy
419
+3
+0.7% +$144 ﹤0.01% 222
2024
Q2 		$19.4K Buy
416
+3
+0.7% +$139 0.01% 328
2024
Q1 		$19.4K Buy
413
+1
+0.2% +$47 0.01% 313
2023
Q4 		$19.7K Buy
412
+300
+268% +$13.7K 0.01% 207
2023
Q3 		$5.07K Buy
112
+1
+0.9% +$46 ﹤0.01% 377
2023
Q2 		$5.23K Sell
111
-20
-15% -$953 ﹤0.01% 384
2023
Q1 		$6.3K Buy
+131
New +$6.24K ﹤0.01% 362

Other funds holding EAGG

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's EAGG Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.83% in Q2 2026, buying an estimated $190 and bringing the position to 485 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in EAGG in Q1 2023 and has held it in 14 quarters since. 188 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 485 shares of iShares ESG Aware US Aggregate Bond ETF worth $23K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 4 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $190.
  • iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #266 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 188 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.