Opes Wealth Management’s Franklin International Aggregate Bond ETF FLIA Stock Holding History

Opes Wealth Management’s Portfolio FLIA Stock Details FLIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$605K	Buy	29,880 +769	+3%	+$15.6K	0.1%	87
2025 Q4	$587K	Buy	29,111 +1,148	+4%	+$23.6K	0.1%	92
2025 Q3	$574K	Sell	27,963 -9,760	-26%	-$200K	0.1%	84
2025 Q2	$775K	Sell	37,723 -623	-2%	-$12.7K	0.14%	80
2025 Q1	$775K	Buy	38,346 +5,122	+15%	+$104K	0.16%	71
2024 Q4	$674K	Buy	33,224 +1,078	+3%	+$22.3K	0.14%	72
2024 Q3	$668K	Buy	32,146 +1,160	+4%	+$23.8K	0.13%	69
2024 Q2	$625K	Buy	30,986 +356	+1%	+$7.16K	0.13%	70
2024 Q1	$620K	Buy	30,630 +1,192	+4%	+$24K	0.14%	72
2023 Q4	$600K	Buy	29,438 +60	+0.2%	+$1.19K	0.14%	72
2023 Q3	$571K	Sell	29,378 -2,403	-8%	-$47.1K	0.16%	72
2023 Q2	$626K	Buy	31,781 +18,181	+134%	+$357K	0.18%	67
2023 Q1	$268K	Buy	+13,600	New	+$266K	0.09%	94

Other funds holding FLIA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

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

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

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

Opes Wealth Management increased its Franklin International Aggregate Bond ETF (FLIA) stake by 2.6% in Q1 2026, buying an estimated $15.6K and bringing the position to 29,880 shares worth $605K. The position accounts for 0.1% of the portfolio, ranked #87.

Opes Wealth Management first reported a position in FLIA in Q1 2023 and has held it in 13 quarters since. The position peaked at $775K in Q1 2025. 37 funds tracked by Wall St. Rank hold FLIA as of Q1 2026.

Opes Wealth Management held 29,880 shares of Franklin International Aggregate Bond ETF worth $605K as of Q1 2026.
Opes Wealth Management bought 769 Franklin International Aggregate Bond ETF shares in Q1 2026, an estimated $15.6K.
Franklin International Aggregate Bond ETF made up 0.1% of Opes Wealth Management's portfolio in Q1 2026, its #87 holding.
Opes Wealth Management first reported a position in Franklin International Aggregate Bond ETF in Q1 2023 and has held it in 13 quarters since.
Opes Wealth Management's Franklin International Aggregate Bond ETF position peaked at $775K in Q1 2025.
37 funds tracked by Wall St. Rank held Franklin International Aggregate Bond ETF as of Q1 2026.

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