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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Opal Wealth Advisors's IUSB Position: Q1 2026 in Review

Opal Wealth Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 55% in Q1 2026, selling an estimated $383K and leaving 6,676 shares worth $308K. The position accounts for 0.07% of the portfolio, ranked #146.

Opal Wealth Advisors first reported a position in IUSB in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.75M in Q4 2023. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Opal Wealth Advisors held 6,676 shares of iShares Core Universal USD Bond ETF worth $308K as of Q1 2026.
  • Opal Wealth Advisors sold 8,227 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $383K.
  • iShares Core Universal USD Bond ETF made up 0.07% of Opal Wealth Advisors's portfolio in Q1 2026, its #146 holding.
  • Opal Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 12 quarters since.
  • Opal Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $2.75M in Q4 2023.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.