Osaic Holdings
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Osaic Holdings’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Osaic Holdings’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.8M Buy
71,366
+3,202
+5% +$81.7K ﹤0.01% 2163
2025
Q4 		$1.74M Buy
68,164
+56,334
+476% +$1.44M ﹤0.01% 2199
2025
Q3 		$302K Buy
11,830
+4,164
+54% +$106K ﹤0.01% 3861
2025
Q2 		$194K Sell
7,666
-10,078
-57% -$250K ﹤0.01% 3974
2025
Q1 		$444K Sell
17,744
-22,668
-56% -$561K ﹤0.01% 2983
2024
Q4 		$993K Buy
40,412
+3,309
+9% +$82.8K ﹤0.01% 2206
2024
Q3 		$954K Buy
37,103
+5,893
+19% +$149K ﹤0.01% 2285
2024
Q2 		$767K Buy
31,210
+30,865
+8,946% +$754K ﹤0.01% 2411
2024
Q1 		$8.56K Sell
345
-536
-61% -$13.3K ﹤0.01% 5843
2023
Q4 		$22.2K Buy
881
+137
+18% +$3.27K ﹤0.01% 5443
2023
Q3 		$17.5K Sell
744
-31
-4% -$748 ﹤0.01% 5626
2023
Q2 		$19.1K Sell
775
-426
-35% -$10.6K ﹤0.01% 5594
2023
Q1 		$30.1K Buy
1,201
+252
+27% +$6.24K ﹤0.01% 5316
2022
Q4 		$23K Buy
949
+149
+19% +$3.58K ﹤0.01% 5467
2022
Q3 		$19K Buy
+800
New +$20.3K ﹤0.01% 5616

Other funds holding IBDX

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Osaic Holdings's IBDX Position: Q1 2026 in Review

Osaic Holdings increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 4.7% in Q1 2026, buying an estimated $81.7K and bringing the position to 71,366 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

Osaic Holdings first reported a position in IBDX in Q3 2022 and has held it in 15 quarters since. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

  • Osaic Holdings held 71,366 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $1.8M as of Q1 2026.
  • Osaic Holdings bought 3,202 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2026, an estimated $81.7K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2163 holding.
  • Osaic Holdings first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2022 and has held it in 15 quarters since.
  • 221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

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