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 Q2	$357K	Hold	7,523	–	–	0.01%	310
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 $1.55T 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

Zhang Financial's EAGG Position: Q2 2026 in Review

Zhang Financial held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q2 2026 at 7,523 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #310.

Zhang Financial first reported a position in EAGG in Q4 2021 and has held it in 7 quarters since. The position peaked at $358K in Q1 2026. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Zhang Financial held 7,523 shares of iShares ESG Aware US Aggregate Bond ETF worth $357K as of Q2 2026.
Zhang Financial left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #310 holding.
Zhang Financial first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and has held it in 7 quarters since.
Zhang Financial's iShares ESG Aware US Aggregate Bond ETF position peaked at $358K in Q1 2026.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.