Osaic Holdings
IBIC icon

Osaic Holdings’s iShares iBonds Oct 2026 Term TIPS ETF IBIC Stock Holding History

Osaic Holdings’s Portfolio IBIC Stock Details IBIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.18M Buy
45,376
+2,690
+6% +$70K ﹤0.01% 2836
2026
Q1 		$1.11M Sell
42,686
-6,824
-14% -$175K ﹤0.01% 2617
2025
Q4 		$1.27M Buy
49,510
+41,597
+526% +$1.07M ﹤0.01% 2475
2025
Q3 		$205K Buy
7,913
+4,666
+144% +$120K ﹤0.01% 4192
2025
Q2 		$84.3K Buy
3,247
+1,002
+45% +$25.9K ﹤0.01% 4647
2025
Q1 		$58.3K Buy
2,245
+1,611
+254% +$41.4K ﹤0.01% 4593
2024
Q4 		$16.1K Buy
+634
New +$16.2K ﹤0.01% 5495

Other funds holding IBIC

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
CFA
Collaborative Fund Advisors Reno, Nevada $172M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Osaic Holdings's IBIC Position: Q2 2026 in Review

Osaic Holdings increased its iShares iBonds Oct 2026 Term TIPS ETF (IBIC) stake by 6.3% in Q2 2026, buying an estimated $70K and bringing the position to 45,376 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2836.

Osaic Holdings first reported a position in IBIC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q4 2025. 31 funds tracked by Wall St. Rank hold IBIC as of Q2 2026.

  • Osaic Holdings held 45,376 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $1.18M as of Q2 2026.
  • Osaic Holdings bought 2,690 iShares iBonds Oct 2026 Term TIPS ETF shares in Q2 2026, an estimated $70K.
  • iShares iBonds Oct 2026 Term TIPS ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2836 holding.
  • Osaic Holdings first reported a position in iShares iBonds Oct 2026 Term TIPS ETF in Q4 2024 and has held it in 7 quarters since.
  • Osaic Holdings's iShares iBonds Oct 2026 Term TIPS ETF position peaked at $1.27M in Q4 2025.
  • 31 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q2 2026.

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