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

Opulen Financial Group’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	$396K	Buy	8,352 +232	+3%	+$11K	0.25%	79
2026 Q1	$386K	Buy	8,120 +52	+0.6%	+$2.49K	0.27%	72
2025 Q4	$386K	Buy	8,068 +106	+1%	+$5.1K	0.28%	71
2025 Q3	$382K	Buy	7,962 +577	+8%	+$27.4K	0.29%	67
2025 Q2	$351K	Buy	7,385 +266	+4%	+$12.5K	0.29%	68
2025 Q1	$338K	Sell	7,119 -2,628	-27%	-$123K	0.31%	65
2024 Q4	$453K	Buy	+9,747	New	+$460K	0.41%	56

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

Opulen Financial Group's EAGG Position: Q2 2026 in Review

Opulen Financial Group increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 2.9% in Q2 2026, buying an estimated $11K and bringing the position to 8,352 shares worth $396K. The position accounts for 0.25% of the portfolio, ranked #79.

Opulen Financial Group first reported a position in EAGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $453K in Q4 2024. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Opulen Financial Group held 8,352 shares of iShares ESG Aware US Aggregate Bond ETF worth $396K as of Q2 2026.
Opulen Financial Group bought 232 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $11K.
iShares ESG Aware US Aggregate Bond ETF made up 0.25% of Opulen Financial Group's portfolio in Q2 2026, its #79 holding.
Opulen Financial Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Opulen Financial Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $453K in Q4 2024.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.