Wealthcare Advisory Partners’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Wealthcare Advisory Partners’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	$243K	Hold	5,134	–	–	﹤0.01%	963
2026 Q1	$244K	Hold	5,134	–	–	﹤0.01%	953
2025 Q4	$246K	Hold	5,134	–	–	﹤0.01%	951
2025 Q3	$247K	Hold	5,134	–	–	0.01%	914
2025 Q2	$244K	Buy	+5,134	New	+$241K	0.01%	865

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Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return