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Opus Capital Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Opus Capital Group’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$617K Sell
12,795
-1,851
-13% -$89.4K 0.06% 71
2026
Q1 		$710K Buy
14,646
+793
+6% +$38.6K 0.08% 64
2025
Q4 		$675K Buy
13,853
+1,551
+13% +$75.7K 0.07% 64
2025
Q3 		$601K Buy
12,302
+388
+3% +$18.9K 0.07% 68
2025
Q2 		$580K Buy
11,914
+29
+0.2% +$1.4K 0.07% 70
2025
Q1 		$575K Buy
11,885
+544
+5% +$26.1K 0.07% 70
2024
Q4 		$542K Buy
11,341
+1,121
+11% +$53.8K 0.07% 69
2024
Q3 		$498K Buy
10,220
+651
+7% +$31.3K 0.06% 77
2024
Q2 		$453K Buy
9,569
+211
+2% +$9.95K 0.06% 79
2024
Q1 		$444K Sell
9,358
-1,339
-13% -$63.5K 0.06% 83
2023
Q4 		$509K Sell
10,697
-711
-6% -$33.2K 0.08% 73
2023
Q3 		$529K Sell
11,408
-120
-1% -$5.58K 0.09% 66
2023
Q2 		$538K Buy
11,528
+474
+4% +$22.3K 0.09% 70
2023
Q1 		$521K Sell
11,054
-331
-3% -$15.5K 0.1% 67
2022
Q4 		$529K Sell
11,385
-99,038
-90% -$4.58M 0.1% 67
2022
Q3 		$5.09M Sell
110,423
-59,865
-35% -$2.82M 1.1% 24
2022
Q2 		$8.07M Buy
170,288
+90,497
+113% +$4.32M 1.64% 16
2022
Q1 		$3.87M Buy
+79,791
New +$3.94M 0.75% 25

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Opus Capital Group's ISTB Position: Q2 2026 in Review

Opus Capital Group reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 13% in Q2 2026, selling an estimated $89.4K and leaving 12,795 shares worth $617K. The position accounts for 0.06% of the portfolio, ranked #71.

Opus Capital Group first reported a position in ISTB in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.07M in Q2 2022. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Opus Capital Group held 12,795 shares of iShares Core 1-5 Year USD Bond ETF worth $617K as of Q2 2026.
  • Opus Capital Group sold 1,851 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $89.4K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.06% of Opus Capital Group's portfolio in Q2 2026, its #71 holding.
  • Opus Capital Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Opus Capital Group's iShares Core 1-5 Year USD Bond ETF position peaked at $8.07M in Q2 2022.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Opus Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.