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

Wealth Architects’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	$5.02M	Sell	105,802 -10,572	-9%	-$501K	0.4%	47
2026 Q1	$5.53M	Buy	116,374 +12,936	+13%	+$620K	0.49%	37
2025 Q4	$4.95M	Buy	103,438 +28,066	+37%	+$1.35M	0.45%	40
2025 Q3	$3.62M	Buy	75,372 +13,960	+23%	+$664K	0.34%	48
2025 Q2	$2.92M	Buy	61,412 +10,750	+21%	+$505K	0.3%	51
2025 Q1	$2.41M	Buy	50,662 +10,390	+26%	+$487K	0.27%	55
2024 Q4	$1.87M	Buy	40,272 +7,449	+23%	+$352K	0.21%	59
2024 Q3	$1.59M	Buy	32,823 +2,611	+9%	+$125K	0.18%	63
2024 Q2	$1.41M	Buy	30,212 +367	+1%	+$17K	0.17%	64
2024 Q1	$1.4M	Buy	29,845 +15,786	+112%	+$743K	0.19%	59
2023 Q4	$671K	Buy	+14,059	New	+$644K	0.09%	95

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

Wealth Architects's EAGG Position: Q2 2026 in Review

Wealth Architects reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 9.1% in Q2 2026, selling an estimated $501K and leaving 105,802 shares worth $5.02M. The position accounts for 0.4% of the portfolio, ranked #47.

Wealth Architects first reported a position in EAGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.53M in Q1 2026. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Wealth Architects held 105,802 shares of iShares ESG Aware US Aggregate Bond ETF worth $5.02M as of Q2 2026.
Wealth Architects sold 10,572 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $501K.
iShares ESG Aware US Aggregate Bond ETF made up 0.4% of Wealth Architects's portfolio in Q2 2026, its #47 holding.
Wealth Architects first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Wealth Architects's iShares ESG Aware US Aggregate Bond ETF position peaked at $5.53M in Q1 2026.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.