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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
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
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

Opulen Financial Group's EAGG Position: Q1 2026 in Review

Opulen Financial Group increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.64% in Q1 2026, buying an estimated $2.49K and bringing the position to 8,120 shares worth $386K. The position accounts for 0.27% of the portfolio, ranked #72.

Opulen Financial Group first reported a position in EAGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $453K in Q4 2024. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Opulen Financial Group held 8,120 shares of iShares ESG Aware US Aggregate Bond ETF worth $386K as of Q1 2026.
  • Opulen Financial Group bought 52 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $2.49K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.27% of Opulen Financial Group's portfolio in Q1 2026, its #72 holding.
  • Opulen Financial Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Opulen Financial Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $453K in Q4 2024.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Opulen Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.