Opus Capital Group
ISTB icon

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
Q3 		$927K Buy
19,626
+6,831
+53% +$327K 0.09% 62
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% +$10K 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

Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Prosperity Planning
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $788M AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
BCM Advisors
BCM Advisors Lafayette, Louisiana $515M AUM 12.86% 1-Year Est. Return

Opus Capital Group's ISTB Position: Q3 2026 in Review

Opus Capital Group increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 53% in Q3 2026, buying an estimated $327K and bringing the position to 19,626 shares worth $927K. The position accounts for 0.09% of the portfolio, ranked #62.

Opus Capital Group first reported a position in ISTB in Q1 2022 and has held it in 19 quarters since. The position peaked at $8.07M in Q2 2022. 214 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • Opus Capital Group held 19,626 shares of iShares Core 1-5 Year USD Bond ETF worth $927K as of Q3 2026.
  • Opus Capital Group bought 6,831 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $327K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.09% of Opus Capital Group's portfolio in Q3 2026, its #62 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 19 quarters since.
  • Opus Capital Group's iShares Core 1-5 Year USD Bond ETF position peaked at $8.07M in Q2 2022.
  • 214 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Opus Capital Group's 13F filing for Q3 2026, filed 30 Oct 2026.