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Opal Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Opal Wealth Advisors’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,315
Closed -$321K – 533
2024
Q4 		$321K Buy
+3,315
New +$327K 0.1% 122
2024
Q3 		– Sell
-429
Closed -$41.6K – 213
2024
Q2 		$41.6K Sell
429
-10,775
-96% -$1.04M 0.01% 377
2024
Q1 		$1.1M Sell
11,204
-14,257
-56% -$1.4M 0.37% 39
2023
Q4 		$2.53M Buy
+25,461
New +$2.42M 1% 18
2023
Q1 		– Sell
-2,353
Closed -$228K – 115
2022
Q4 		$228K Buy
+2,353
New +$228K 0.13% 107
2022
Q1 		– Sell
-12,157
Closed -$1.39M – 105
2021
Q4 		$1.39M Buy
+12,157
New +$1.39M 0.88% 23

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Opal Wealth Advisors's AGG Position: Q1 2025 in Review

Opal Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 3,315 shares — an estimated $321K sold.

Opal Wealth Advisors first reported a position in AGG in Q4 2021 and held it in 6 quarters. The position peaked at $2.53M in Q4 2023. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Opal Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 3,315 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $321K.
  • Opal Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 6 quarters.
  • Opal Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $2.53M in Q4 2023.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Opal Wealth Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.