Wealth Advisory Team
EAGG icon

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

Wealth Advisory Team’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
Q3 		$998K Buy
22,065
+224
+1% +$10.4K 0.82% 19
2026
Q2 		$1.04M Buy
+21,841
New +$1.04M 0.84% 20
2025
Q4 		$523K Buy
+10,935
New +$526K 0.46% 26
2025
Q2 		$551K Buy
+11,584
New +$544K 0.52% 26

Other funds holding EAGG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Advisory Team's EAGG Position: Q3 2026 in Review

Wealth Advisory Team increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1% in Q3 2026, buying an estimated $10.4K and bringing the position to 22,065 shares worth $998K. The position accounts for 0.82% of the portfolio, ranked #19.

Wealth Advisory Team first reported a position in EAGG in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.04M in Q2 2026. 294 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

  • Wealth Advisory Team held 22,065 shares of iShares ESG Aware US Aggregate Bond ETF worth $998K as of Q3 2026.
  • Wealth Advisory Team bought 224 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $10.4K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.82% of Wealth Advisory Team's portfolio in Q3 2026, its #19 holding.
  • Wealth Advisory Team first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Wealth Advisory Team's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.04M in Q2 2026.
  • 294 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on Wealth Advisory Team's 13F filing for Q3 2026, filed 5 Nov 2026.