OWA
Opal Wealth Advisors’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
5,221
-1,006
| -16% | -$46.5K | 0.07% | 170 |
|
|
2025
Q1 | $287K | Sell |
6,227
-52,374
| -89% | -$2.41M | 0.09% | 125 |
|
|
2024
Q4 | $2.65M | Buy |
58,601
+2,479
| +4% | +$112K | 0.8% | 23 |
|
|
2024
Q3 | $2.64M | Sell |
56,122
-2,552
| -4% | -$120K | 0.83% | 22 |
|
|
2024
Q2 | $2.65M | Sell |
58,674
-1,082
| -2% | -$48.9K | 0.85% | 19 |
|
|
2024
Q1 | $2.72M | Buy |
59,756
+73
| +0.1% | +$3.33K | 0.92% | 17 |
|
|
2023
Q4 | $2.75M | Buy |
+59,683
| New | +$2.75M | 1.08% | 17 |
|
|
2022
Q4 | – | Sell |
-5,983
| Closed | -$266K | – | 132 |
|
|
2022
Q3 | $266K | Buy |
+5,983
| New | +$266K | 0.19% | 74 |
|
|
2022
Q1 | – | Sell |
-4,977
| Closed | -$263K | – | 116 |
|
|
2021
Q4 | $263K | Buy |
+4,977
| New | +$263K | 0.17% | 91 |
|