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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
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

TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Opal Wealth Advisors's ISTB Position: Q2 2026 in Review

Opal Wealth Advisors reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.28% in Q2 2026, selling an estimated $56.3K and leaving 414,929 shares worth $20M. The position accounts for 4.32% of the portfolio, ranked #5.

Opal Wealth Advisors first reported a position in ISTB in Q2 2022 and has held it in 17 quarters since. The position peaked at $20.7M in Q4 2023. 174 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Opal Wealth Advisors held 414,929 shares of iShares Core 1-5 Year USD Bond ETF worth $20M as of Q2 2026.
  • Opal Wealth Advisors sold 1,166 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $56.3K.
  • iShares Core 1-5 Year USD Bond ETF made up 4.32% of Opal Wealth Advisors's portfolio in Q2 2026, its #5 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 17 quarters since.
  • Opal Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $20.7M in Q4 2023.
  • 174 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.