Osaic Holdings
IBHK

Osaic Holdings’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

Osaic Holdings’s Portfolio IBHK Stock Details IBHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$94.7K Buy
3,674
+325
+10% +$8.35K ﹤0.01% 4994
2026
Q1 		$85.2K Buy
3,349
+1,757
+110% +$45.3K ﹤0.01% 4801
2025
Q4 		$41.2K Buy
+1,592
New +$41.2K ﹤0.01% 5369

Other funds holding IBHK

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $231M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings's IBHK Position: Q2 2026 in Review

Osaic Holdings increased its iShares iBonds 2031 Term High Yield and Income ETF (IBHK) stake by 9.7% in Q2 2026, buying an estimated $8.35K and bringing the position to 3,674 shares worth $94.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4994.

Osaic Holdings first reported a position in IBHK in Q4 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold IBHK as of Q2 2026.

  • Osaic Holdings held 3,674 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $94.7K as of Q2 2026.
  • Osaic Holdings bought 325 iShares iBonds 2031 Term High Yield and Income ETF shares in Q2 2026, an estimated $8.35K.
  • iShares iBonds 2031 Term High Yield and Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4994 holding.
  • Osaic Holdings first reported a position in iShares iBonds 2031 Term High Yield and Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held iShares iBonds 2031 Term High Yield and Income ETF as of Q2 2026.

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