Opal Wealth Advisors
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Opal Wealth Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Opal Wealth Advisors’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$21.1M Buy
445,565
+30,636
+7% +$1.47M 4.39% 6
2026
Q2 		$20M Sell
414,929
-1,166
-0.3% -$56.3K 4.32% 5
2026
Q1 		$20.2M Buy
416,095
+11,996
+3% +$584K 4.56% 5
2025
Q4 		$19.7M Buy
404,099
+13,755
+4% +$671K 5.14% 4
2025
Q3 		$19.1M Buy
390,344
+7,790
+2% +$379K 5.31% 4
2025
Q2 		$18.6M Buy
382,554
+13,894
+4% +$671K 5.16% 4
2025
Q1 		$17.8M Buy
368,660
+28,069
+8% +$1.35M 5.49% 4
2024
Q4 		$16.3M Buy
340,591
+4,271
+1% +$205K 4.88% 4
2024
Q3 		$16.4M Buy
336,320
+35,191
+12% +$1.69M 5.13% 4
2024
Q2 		$14.3M Sell
301,129
-5,312
-2% -$251K 4.58% 4
2024
Q1 		$14.5M Sell
306,441
-129,423
-30% -$6.14M 4.93% 4
2023
Q4 		$20.7M Buy
435,864
+10,719
+3% +$500K 8.17% 2
2023
Q3 		$19.7M Sell
425,145
-3,241
-0.8% -$151K 11.54% 3
2023
Q2 		$20M Buy
428,386
+11,482
+3% +$540K 9.97% 3
2023
Q1 		$19.7M Buy
416,904
+22,260
+6% +$1.04M 11.48% 3
2022
Q4 		$18.3M Sell
394,644
-14,087
-3% -$652K 10.11% 3
2022
Q3 		$18.8M Sell
408,731
-11,735
-3% -$554K 13.75% 2
2022
Q2 		$19.9M Buy
+420,466
New +$20.1M 13.18% 2

Other funds holding ISTB

Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Prosperity Planning
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $788M AUM
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
BCM Advisors
BCM Advisors Lafayette, Louisiana $515M AUM 12.86% 1-Year Est. Return
Courage Miller Partners
Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

Opal Wealth Advisors's ISTB Position: Q3 2026 in Review

Opal Wealth Advisors increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 7.4% in Q3 2026, buying an estimated $1.47M and bringing the position to 445,565 shares worth $21.1M. The position accounts for 4.39% of the portfolio, ranked #6.

Opal Wealth Advisors first reported a position in ISTB in Q2 2022 and has held it in 18 quarters since. 203 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • Opal Wealth Advisors held 445,565 shares of iShares Core 1-5 Year USD Bond ETF worth $21.1M as of Q3 2026.
  • Opal Wealth Advisors bought 30,636 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $1.47M.
  • iShares Core 1-5 Year USD Bond ETF made up 4.39% of Opal Wealth Advisors's portfolio in Q3 2026, its #6 holding.
  • Opal Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • 203 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.