Osaic Holdings
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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
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

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Osaic Holdings's IBIC Position: Q1 2026 in Review

Osaic Holdings reduced its iShares iBonds Oct 2026 Term TIPS ETF (IBIC) stake by 14% in Q1 2026, selling an estimated $175K and leaving 42,686 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2617.

Osaic Holdings first reported a position in IBIC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.27M in Q4 2025. 29 funds tracked by Wall St. Rank hold IBIC as of Q1 2026.

  • Osaic Holdings held 42,686 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $1.11M as of Q1 2026.
  • Osaic Holdings sold 6,824 iShares iBonds Oct 2026 Term TIPS ETF shares in Q1 2026, an estimated $175K.
  • iShares iBonds Oct 2026 Term TIPS ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2617 holding.
  • Osaic Holdings first reported a position in iShares iBonds Oct 2026 Term TIPS ETF in Q4 2024 and has held it in 6 quarters since.
  • Osaic Holdings's iShares iBonds Oct 2026 Term TIPS ETF position peaked at $1.27M in Q4 2025.
  • 29 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q1 2026.

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