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Opes Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Opes Wealth Management’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 		$347K Sell
7,302
-555
-7% -$26.6K 0.06% 111
2025
Q4 		$376K Buy
7,857
+310
+4% +$14.9K 0.06% 111
2025
Q3 		$362K Buy
7,547
+55
+0.7% +$2.62K 0.06% 104
2025
Q2 		$356K Buy
7,492
+110
+1% +$5.17K 0.06% 111
2025
Q1 		$350K Buy
7,382
+225
+3% +$10.5K 0.07% 106
2024
Q4 		$332K Buy
7,157
+360
+5% +$17K 0.07% 107
2024
Q3 		$330K Buy
6,797
+270
+4% +$12.9K 0.06% 108
2024
Q2 		$304K Buy
6,527
+100
+2% +$4.64K 0.06% 107
2024
Q1 		$302K Buy
6,427
+420
+7% +$19.8K 0.07% 104
2023
Q4 		$287K Buy
6,007
+480
+9% +$22K 0.07% 106
2023
Q3 		$250K Buy
5,527
+760
+16% +$35.3K 0.07% 108
2023
Q2 		$225K Hold
4,767
– – 0.06% 114
2023
Q1 		$229K Buy
4,767
+135
+3% +$6.43K 0.07% 99
2022
Q4 		$217K Buy
4,632
+260
+6% +$12.1K 0.08% 96
2022
Q3 		$203K Hold
4,372
– – 0.08% 89
2022
Q2 		$214K Buy
+4,372
New +$216K 0.09% 89

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Opes Wealth Management's EAGG Position: Q1 2026 in Review

Opes Wealth Management reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 7.1% in Q1 2026, selling an estimated $26.6K and leaving 7,302 shares worth $347K. The position accounts for 0.06% of the portfolio, ranked #111.

Opes Wealth Management first reported a position in EAGG in Q2 2022 and has held it in 16 quarters since. The position peaked at $376K in Q4 2025. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Opes Wealth Management held 7,302 shares of iShares ESG Aware US Aggregate Bond ETF worth $347K as of Q1 2026.
  • Opes Wealth Management sold 555 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $26.6K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.06% of Opes Wealth Management's portfolio in Q1 2026, its #111 holding.
  • Opes Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Opes Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $376K in Q4 2025.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.