Osaic Holdings
IBHJ icon

Osaic Holdings’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Osaic Holdings’s Portfolio IBHJ Stock Details IBHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$169K Buy
6,446
+3,899
+153% +$103K ﹤0.01% 4279
2025
Q4 		$67.8K Buy
2,547
+568
+29% +$15.1K ﹤0.01% 5023
2025
Q3 		$52.8K Buy
1,979
+137
+7% +$3.64K ﹤0.01% 5276
2025
Q2 		$49.1K Buy
1,842
+645
+54% +$16.8K ﹤0.01% 5067
2025
Q1 		$31.2K Sell
1,197
-1,861
-61% -$48.9K ﹤0.01% 5047
2024
Q4 		$79.6K Buy
3,058
+2,231
+270% +$59K ﹤0.01% 4359
2024
Q3 		$22.2K Hold
827
– – ﹤0.01% 5324
2024
Q2 		$21.4K Buy
+827
New +$21.3K ﹤0.01% 5298

Other funds holding IBHJ

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Osaic Holdings's IBHJ Position: Q1 2026 in Review

Osaic Holdings increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 153% in Q1 2026, buying an estimated $103K and bringing the position to 6,446 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #4279.

Osaic Holdings first reported a position in IBHJ in Q2 2024 and has held it in 8 quarters since. 48 funds tracked by Wall St. Rank hold IBHJ as of Q1 2026.

  • Osaic Holdings held 6,446 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $169K as of Q1 2026.
  • Osaic Holdings bought 3,899 iShares iBonds 2030 Term High Yield and Income ETF shares in Q1 2026, an estimated $103K.
  • iShares iBonds 2030 Term High Yield and Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4279 holding.
  • Osaic Holdings first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q2 2024 and has held it in 8 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q1 2026.

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