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
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 $6.84B AUM 17.28% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 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 $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings's IBDZ Position: Q1 2026 in Review

Osaic Holdings increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 51% in Q1 2026, buying an estimated $201K and bringing the position to 22,628 shares worth $590K. The position accounts for ﹤0.01% of the portfolio, ranked #3193.

Osaic Holdings first reported a position in IBDZ in Q3 2024 and has held it in 7 quarters since. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • Osaic Holdings held 22,628 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $590K as of Q1 2026.
  • Osaic Holdings bought 7,615 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $201K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3193 holding.
  • Osaic Holdings first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

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