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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
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

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AA
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State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return