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Opal Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Opal Wealth Advisors’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-152
Closed -$7.79K – 657
2024
Q2 		$7.79K Buy
+152
New +$7.75K ﹤0.01% 713

Other funds holding IGSB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Opal Wealth Advisors's IGSB Position: Q3 2024 in Review

Opal Wealth Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2024, closing a stake of 152 shares — an estimated $7.79K sold.

Opal Wealth Advisors first reported a position in IGSB in Q2 2024 and held it in 1 quarter. The position peaked at $7.79K in Q2 2024. 890 funds tracked by Wall St. Rank hold IGSB as of Q3 2024.

  • Opal Wealth Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 152 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $7.79K.
  • Opal Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $7.79K in Q2 2024.
  • 890 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.