Osaic Holdings
IBIH icon

Osaic Holdings’s iShares iBonds Oct 2031 Term TIPS ETF IBIH Stock Holding History

Osaic Holdings’s Portfolio IBIH Stock Details IBIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$471K Buy
17,914
+821
+5% +$21.6K ﹤0.01% 3722
2026
Q1 		$448K Buy
17,093
+8,687
+103% +$228K ﹤0.01% 3455
2025
Q4 		$219K Buy
8,406
+1,698
+25% +$44.7K ﹤0.01% 4079
2025
Q3 		$178K Buy
6,708
+6,083
+973% +$160K ﹤0.01% 4313
2025
Q2 		$16.5K Hold
625
– – ﹤0.01% 5845
2025
Q1 		$16.4K Buy
+625
New +$16K ﹤0.01% 5484

Other funds holding IBIH

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
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
BCPWM
Bradley & Co Private Wealth Management Miami, Florida $210M AUM 24.11% 1-Year Est. Return

Osaic Holdings's IBIH Position: Q2 2026 in Review

Osaic Holdings increased its iShares iBonds Oct 2031 Term TIPS ETF (IBIH) stake by 4.8% in Q2 2026, buying an estimated $21.6K and bringing the position to 17,914 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #3722.

Osaic Holdings first reported a position in IBIH in Q1 2025 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold IBIH as of Q2 2026.

  • Osaic Holdings held 17,914 shares of iShares iBonds Oct 2031 Term TIPS ETF worth $471K as of Q2 2026.
  • Osaic Holdings bought 821 iShares iBonds Oct 2031 Term TIPS ETF shares in Q2 2026, an estimated $21.6K.
  • iShares iBonds Oct 2031 Term TIPS ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3722 holding.
  • Osaic Holdings first reported a position in iShares iBonds Oct 2031 Term TIPS ETF in Q1 2025 and has held it in 6 quarters since.
  • 18 funds tracked by Wall St. Rank held iShares iBonds Oct 2031 Term TIPS ETF as of Q2 2026.

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