Opal Wealth Advisors
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Opal Wealth Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Opal Wealth Advisors’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.29M Buy
52,622
+5,795
+12% +$143K 0.27% 43
2026
Q2 		$1.17M Buy
46,827
+4,388
+10% +$110K 0.25% 45
2026
Q1 		$1.06M Buy
42,439
+2,671
+7% +$67.3K 0.24% 39
2025
Q4 		$1M Sell
39,768
-1,623
-4% -$41K 0.26% 48
2025
Q3 		$1.05M Buy
41,391
+1,415
+4% +$35.6K 0.29% 42
2025
Q2 		$1.01M Sell
39,976
-2,456
-6% -$61.2K 0.28% 41
2025
Q1 		$1.06M Buy
42,432
+2,927
+7% +$72.7K 0.33% 37
2024
Q4 		$976K Buy
39,505
+3,821
+11% +$94.9K 0.29% 44
2024
Q3 		$898K Buy
35,684
+2,384
+7% +$59.3K 0.28% 50
2024
Q2 		$816K Sell
33,300
-1,940
-6% -$47.3K 0.26% 46
2024
Q1 		$863K Sell
35,240
-22,643
-39% -$553K 0.29% 47
2023
Q4 		$1.42M Buy
57,883
+5,980
+12% +$143K 0.56% 31
2023
Q3 		$1.23M Sell
51,903
-52,564
-50% -$1.25M 0.72% 22
2023
Q2 		$2.5M Buy
104,467
+7,214
+7% +$173K 1.25% 9
2023
Q1 		$2.34M Buy
97,253
+535
+0.6% +$12.8K 1.37% 10
2022
Q4 		$2.3M Buy
96,718
+35,741
+59% +$844K 1.27% 9
2022
Q3 		$1.43M Sell
60,977
-1,348
-2% -$32.4K 1.05% 13
2022
Q2 		$1.5M Buy
62,325
+15,908
+34% +$386K 0.99% 15
2022
Q1 		$1.14M Sell
46,417
-13,961
-23% -$350K 0.99% 17
2021
Q4 		$1.55M Buy
60,378
+4,662
+8% +$120K 0.98% 20
2021
Q3 		$1.45M Buy
55,716
+6,102
+12% +$159K 1.39% 11
2021
Q2 		$1.29M Buy
49,614
+5,700
+13% +$148K 1.2% 11
2021
Q1 		$1.14M Buy
43,914
+5,734
+15% +$150K 1.24% 9
2020
Q4 		$1M Buy
+38,180
New +$997K 1.25% 10

Other funds holding SUSB

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Milestone Investment Advisors
Milestone Investment Advisors Middleton, Wisconsin $461M AUM 11.04% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Integris Wealth Management
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

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

Opal Wealth Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 12% in Q3 2026, buying an estimated $143K and bringing the position to 52,622 shares worth $1.29M. The position accounts for 0.27% of the portfolio, ranked #43.

Opal Wealth Advisors first reported a position in SUSB in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.5M in Q2 2023. 189 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • Opal Wealth Advisors held 52,622 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.29M as of Q3 2026.
  • Opal Wealth Advisors bought 5,795 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $143K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.27% of Opal Wealth Advisors's portfolio in Q3 2026, its #43 holding.
  • Opal Wealth Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • Opal Wealth Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $2.5M in Q2 2023.
  • 189 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

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