XY Planning Network’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

XY Planning Network’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	$530K	Buy	+11,723	New	+$545K	0.06%	227

Other funds holding EAGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

XY Planning Network's EAGG Position: Q3 2026 in Review

XY Planning Network opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q3 2026: 11,723 shares worth $530K. The stake represents 0.06% of the portfolio and ranks #227 among its holdings.

201 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

XY Planning Network held 11,723 shares of iShares ESG Aware US Aggregate Bond ETF worth $530K as of Q3 2026.
iShares ESG Aware US Aggregate Bond ETF was a new XY Planning Network position in Q3 2026.
iShares ESG Aware US Aggregate Bond ETF made up 0.06% of XY Planning Network's portfolio in Q3 2026, its #227 holding.
201 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.