Walkner Condon Financial Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Walkner Condon Financial 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	$224K	Buy	4,718 +424	+10%	+$20.1K	0.03%	319
2026 Q1	$204K	Buy	4,294 +83	+2%	+$3.98K	0.03%	308
2025 Q4	$202K	Buy	+4,211	New	+$202K	0.03%	303
2024 Q3	–	Sell	-6,622	Closed	-$309K	–	270
2024 Q2	$309K	Sell	6,622 -549	-8%	-$25.4K	0.07%	197
2024 Q1	$337K	Buy	7,171 +1,838	+34%	+$86.5K	0.07%	202
2023 Q4	$255K	Buy	5,333 +10	+0.2%	+$458	0.06%	229
2023 Q3	$241K	Buy	5,323 +307	+6%	+$14.2K	0.06%	218
2023 Q2	$237K	Buy	+5,016	New	+$239K	0.06%	214

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 22.9% 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

Walkner Condon Financial Advisors's EAGG Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 9.9% in Q2 2026, buying an estimated $20.1K and bringing the position to 4,718 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #319.

Walkner Condon Financial Advisors first reported a position in EAGG in Q2 2023 and has held it in 8 quarters since. The position peaked at $337K in Q1 2024. 480 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Walkner Condon Financial Advisors held 4,718 shares of iShares ESG Aware US Aggregate Bond ETF worth $224K as of Q2 2026.
Walkner Condon Financial Advisors bought 424 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $20.1K.
iShares ESG Aware US Aggregate Bond ETF made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #319 holding.
Walkner Condon Financial Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2023 and has held it in 8 quarters since.
Walkner Condon Financial Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $337K in Q1 2024.
480 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.