Osaic Holdings
IBCA

Osaic Holdings’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Osaic Holdings’s Portfolio IBCA Stock Details IBCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$57.9K Hold
2,259
– – ﹤0.01% 5097
2025
Q4 		$58.6K Buy
+2,259
New +$58.8K ﹤0.01% 5128

Other funds holding IBCA

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $474M AUM 16.74% 1-Year Est. Return

Osaic Holdings's IBCA Position: Q1 2026 in Review

Osaic Holdings held its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) position steady in Q1 2026 at 2,259 shares worth $57.9K. The position accounts for ﹤0.01% of the portfolio, ranked #5097.

Osaic Holdings first reported a position in IBCA in Q4 2025 and has held it in 2 quarters since. The position peaked at $58.6K in Q4 2025. 78 funds tracked by Wall St. Rank hold IBCA as of Q1 2026.

  • Osaic Holdings held 2,259 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $57.9K as of Q1 2026.
  • Osaic Holdings left its iShares iBonds Dec 2035 Term Corporate ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2035 Term Corporate ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5097 holding.
  • Osaic Holdings first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • Osaic Holdings's iShares iBonds Dec 2035 Term Corporate ETF position peaked at $58.6K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.