Opal Wealth Advisors
IUSB icon

Opal Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Opal Wealth Advisors’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$576K Buy
13,067
+3,728
+40% +$169K 0.12% 92
2026
Q2 		$431K Buy
9,339
+2,663
+40% +$123K 0.09% 120
2026
Q1 		$308K Sell
6,676
-8,227
-55% -$383K 0.07% 146
2025
Q4 		$694K Buy
14,903
+9,931
+200% +$464K 0.18% 76
2025
Q3 		$232K Sell
4,972
-249
-5% -$11.5K 0.06% 172
2025
Q2 		$241K Sell
5,221
-1,006
-16% -$45.9K 0.07% 170
2025
Q1 		$287K Sell
6,227
-52,374
-89% -$2.39M 0.09% 125
2024
Q4 		$2.65M Buy
58,601
+2,479
+4% +$114K 0.8% 23
2024
Q3 		$2.64M Sell
56,122
-2,552
-4% -$118K 0.83% 22
2024
Q2 		$2.65M Sell
58,674
-1,082
-2% -$48.7K 0.85% 19
2024
Q1 		$2.72M Buy
59,756
+73
+0.1% +$3.32K 0.92% 17
2023
Q4 		$2.75M Buy
+59,683
New +$2.64M 1.08% 17
2022
Q4 		– Sell
-5,983
Closed -$266K – 132
2022
Q3 		$266K Buy
+5,983
New +$279K 0.19% 74
2022
Q1 		– Sell
-4,977
Closed -$263K – 116
2021
Q4 		$263K Buy
+4,977
New +$264K 0.17% 91

Other funds holding IUSB

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

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

Opal Wealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 40% in Q3 2026, buying an estimated $169K and bringing the position to 13,067 shares worth $576K. The position accounts for 0.12% of the portfolio, ranked #92.

Opal Wealth Advisors first reported a position in IUSB in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.75M in Q4 2023. 272 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Opal Wealth Advisors held 13,067 shares of iShares Core Universal USD Bond ETF worth $576K as of Q3 2026.
  • Opal Wealth Advisors bought 3,728 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $169K.
  • iShares Core Universal USD Bond ETF made up 0.12% of Opal Wealth Advisors's portfolio in Q3 2026, its #92 holding.
  • Opal Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • Opal Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $2.75M in Q4 2023.
  • 272 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

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