Zhang Financial’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Zhang Financial’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 Q1	$358K	Buy	7,523 +3,292	+78%	+$158K	0.01%	287
2025 Q4	$202K	Hold	4,231	–	–	0.01%	331
2025 Q3	$203K	Buy	+4,231	New	+$201K	0.01%	308
2022 Q3	–	Sell	-5,278	Closed	-$258K	–	219
2022 Q2	$258K	Hold	5,278	–	–	0.04%	188
2022 Q1	$273K	Buy	5,278 +1,457	+38%	+$77.2K	0.05%	186
2021 Q4	$211K	Buy	+3,821	New	+$210K	0.04%	196

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Zhang Financial's EAGG Position: Q1 2026 in Review

Zhang Financial increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 78% in Q1 2026, buying an estimated $158K and bringing the position to 7,523 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #287.

Zhang Financial first reported a position in EAGG in Q4 2021 and has held it in 6 quarters since. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

Zhang Financial held 7,523 shares of iShares ESG Aware US Aggregate Bond ETF worth $358K as of Q1 2026.
Zhang Financial bought 3,292 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $158K.
iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Zhang Financial's portfolio in Q1 2026, its #287 holding.
Zhang Financial first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and has held it in 6 quarters since.
468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.