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
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
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
BCPWM
Bradley & Co Private Wealth Management Miami, Florida $210M AUM 24.11% 1-Year Est. Return

Osaic Holdings's IBIG Position: Q1 2026 in Review

Osaic Holdings increased its iShares iBonds Oct 2030 Term TIPS ETF (IBIG) stake by 14% in Q1 2026, buying an estimated $53.7K and bringing the position to 16,852 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #3471.

Osaic Holdings first reported a position in IBIG in Q1 2025 and has held it in 5 quarters since. 25 funds tracked by Wall St. Rank hold IBIG as of Q1 2026.

  • Osaic Holdings held 16,852 shares of iShares iBonds Oct 2030 Term TIPS ETF worth $442K as of Q1 2026.
  • Osaic Holdings bought 2,047 iShares iBonds Oct 2030 Term TIPS ETF shares in Q1 2026, an estimated $53.7K.
  • iShares iBonds Oct 2030 Term TIPS ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3471 holding.
  • Osaic Holdings first reported a position in iShares iBonds Oct 2030 Term TIPS ETF in Q1 2025 and has held it in 5 quarters since.
  • 25 funds tracked by Wall St. Rank held iShares iBonds Oct 2030 Term TIPS ETF as of Q1 2026.

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