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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Opal Wealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 40% in Q2 2026, buying an estimated $123K and bringing the position to 9,339 shares worth $431K. The position accounts for 0.09% of the portfolio, ranked #120.

Opal Wealth Advisors first reported a position in IUSB in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.75M in Q4 2023. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Opal Wealth Advisors held 9,339 shares of iShares Core Universal USD Bond ETF worth $431K as of Q2 2026.
Opal Wealth Advisors bought 2,663 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $123K.
iShares Core Universal USD Bond ETF made up 0.09% of Opal Wealth Advisors's portfolio in Q2 2026, its #120 holding.
Opal Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 13 quarters since.
Opal Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $2.75M in Q4 2023.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

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