WealthGarden F.S.’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

WealthGarden F.S.’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	$310K	Sell	6,534 -129	-2%	-$6.11K	0.18%	134
2026 Q1	$317K	Buy	6,663 +1,424	+27%	+$68.2K	0.22%	122
2025 Q4	$252K	Sell	5,239 -914	-15%	-$43.9K	0.17%	136
2025 Q3	$298K	Sell	6,153 -220	-3%	-$10.5K	0.21%	116
2025 Q2	$301K	Sell	6,373 -1,060	-14%	-$49.8K	0.25%	104
2025 Q1	$353K	Buy	+7,433	New	+$348K	0.34%	89

Other funds holding EAGG

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WealthGarden F.S.'s EAGG Position: Q2 2026 in Review

WealthGarden F.S. reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.9% in Q2 2026, selling an estimated $6.11K and leaving 6,534 shares worth $310K. The position accounts for 0.18% of the portfolio, ranked #134.

WealthGarden F.S. first reported a position in EAGG in Q1 2025 and has held it in 6 quarters since. The position peaked at $353K in Q1 2025. 226 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

WealthGarden F.S. held 6,534 shares of iShares ESG Aware US Aggregate Bond ETF worth $310K as of Q2 2026.
WealthGarden F.S. sold 129 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $6.11K.
iShares ESG Aware US Aggregate Bond ETF made up 0.18% of WealthGarden F.S.'s portfolio in Q2 2026, its #134 holding.
WealthGarden F.S. first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
WealthGarden F.S.'s iShares ESG Aware US Aggregate Bond ETF position peaked at $353K in Q1 2025.
226 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.