Osaic Holdings
IBDZ

Osaic Holdings’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Osaic Holdings’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$659K Buy
25,311
+2,683
+12% +$69.9K ﹤0.01% 3415
2026
Q1 		$590K Buy
22,628
+7,615
+51% +$201K ﹤0.01% 3193
2025
Q4 		$396K Buy
15,013
+12,788
+575% +$338K ﹤0.01% 3555
2025
Q3 		$58.7K Sell
2,225
-545
-20% -$14.3K ﹤0.01% 5210
2025
Q2 		$72.4K Buy
2,770
+784
+39% +$20K ﹤0.01% 4767
2025
Q1 		$51.2K Sell
1,986
-4,847
-71% -$124K ﹤0.01% 4701
2024
Q4 		$174K Buy
6,833
+5,733
+521% +$148K ﹤0.01% 3726
2024
Q3 		$29.4K Buy
+1,100
New +$28.8K ﹤0.01% 5117

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Osaic Holdings's IBDZ Position: Q2 2026 in Review

Osaic Holdings increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 12% in Q2 2026, buying an estimated $69.9K and bringing the position to 25,311 shares worth $659K. The position accounts for ﹤0.01% of the portfolio, ranked #3415.

Osaic Holdings first reported a position in IBDZ in Q3 2024 and has held it in 8 quarters since. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Osaic Holdings held 25,311 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $659K as of Q2 2026.
  • Osaic Holdings bought 2,683 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $69.9K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3415 holding.
  • Osaic Holdings first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.