Osaic Holdings
IBIF icon

Osaic Holdings’s iShares iBonds Oct 2029 Term TIPS ETF IBIF Stock Holding History

Osaic Holdings’s Portfolio IBIF Stock Details IBIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.12M Buy
42,694
+4,882
+13% +$128K ﹤0.01% 2604
2025
Q4 		$984K Buy
37,812
+26,989
+249% +$709K ﹤0.01% 2711
2025
Q3 		$287K Buy
10,823
+9,137
+542% +$241K ﹤0.01% 3911
2025
Q2 		$44.6K Buy
1,686
+1,061
+170% +$27.7K ﹤0.01% 5141
2025
Q1 		$16.5K Buy
+625
New +$16.1K ﹤0.01% 5482

Other funds holding IBIF

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
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
BCPWM
Bradley & Co Private Wealth Management Miami, Florida $190M AUM 27.45% 1-Year Est. Return

Osaic Holdings's IBIF Position: Q1 2026 in Review

Osaic Holdings increased its iShares iBonds Oct 2029 Term TIPS ETF (IBIF) stake by 13% in Q1 2026, buying an estimated $128K and bringing the position to 42,694 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2604.

Osaic Holdings first reported a position in IBIF in Q1 2025 and has held it in 5 quarters since. 24 funds tracked by Wall St. Rank hold IBIF as of Q1 2026.

  • Osaic Holdings held 42,694 shares of iShares iBonds Oct 2029 Term TIPS ETF worth $1.12M as of Q1 2026.
  • Osaic Holdings bought 4,882 iShares iBonds Oct 2029 Term TIPS ETF shares in Q1 2026, an estimated $128K.
  • iShares iBonds Oct 2029 Term TIPS ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2604 holding.
  • Osaic Holdings first reported a position in iShares iBonds Oct 2029 Term TIPS ETF in Q1 2025 and has held it in 5 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares iBonds Oct 2029 Term TIPS ETF as of Q1 2026.

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