Osaic Holdings’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Osaic Holdings's IBHI Position: Q2 2026 in Review

Osaic Holdings increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 123% in Q2 2026, buying an estimated $272K and bringing the position to 21,123 shares worth $494K. The position accounts for ﹤0.01% of the portfolio, ranked #3681.

Osaic Holdings first reported a position in IBHI in Q1 2023 and has held it in 12 quarters since. 86 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

• Osaic Holdings held 21,123 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $494K as of Q2 2026.
• Osaic Holdings bought 11,646 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $272K.
• iShares iBonds 2029 Term High Yield and Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3681 holding.
• Osaic Holdings first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q1 2023 and has held it in 12 quarters since.
• 86 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

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