Osaic Holdings
IBIG icon

Osaic Holdings’s iShares iBonds Oct 2030 Term TIPS ETF IBIG Stock Holding History

Osaic Holdings’s Portfolio IBIG Stock Details IBIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.66M Buy
63,032
+46,180
+274% +$1.22M ﹤0.01% 2487
2026
Q1 		$442K Buy
16,852
+2,047
+14% +$53.7K ﹤0.01% 3471
2025
Q4 		$386K Buy
14,805
+3,456
+30% +$91.3K ﹤0.01% 3582
2025
Q3 		$303K Buy
11,349
+10,114
+819% +$268K ﹤0.01% 3859
2025
Q2 		$32.7K Buy
1,235
+610
+98% +$15.9K ﹤0.01% 5344
2025
Q1 		$16.5K Buy
+625
New +$16.1K ﹤0.01% 5481

Other funds holding IBIG

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

Osaic Holdings's IBIG Position: Q2 2026 in Review

Osaic Holdings increased its iShares iBonds Oct 2030 Term TIPS ETF (IBIG) stake by 274% in Q2 2026, buying an estimated $1.22M and bringing the position to 63,032 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2487.

Osaic Holdings first reported a position in IBIG in Q1 2025 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold IBIG as of Q2 2026.

  • Osaic Holdings held 63,032 shares of iShares iBonds Oct 2030 Term TIPS ETF worth $1.66M as of Q2 2026.
  • Osaic Holdings bought 46,180 iShares iBonds Oct 2030 Term TIPS ETF shares in Q2 2026, an estimated $1.22M.
  • iShares iBonds Oct 2030 Term TIPS ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2487 holding.
  • Osaic Holdings first reported a position in iShares iBonds Oct 2030 Term TIPS ETF in Q1 2025 and has held it in 6 quarters since.
  • 30 funds tracked by Wall St. Rank held iShares iBonds Oct 2030 Term TIPS ETF as of Q2 2026.

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