Osaic Holdings
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Osaic Holdings’s iShares iBonds Oct 2032 Term TIPS ETF IBII Stock Holding History

Osaic Holdings’s Portfolio IBII Stock Details IBII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63K Buy
2,422
+1,751
+261% +$45.6K ﹤0.01% 5313
2026
Q1 		$17.4K Sell
671
-625
-48% -$16.2K ﹤0.01% 5941
2025
Q4 		$33.4K Buy
1,296
+201
+18% +$5.24K ﹤0.01% 5522
2025
Q3 		$28.8K Buy
1,095
+7
+0.6% +$182 ﹤0.01% 5679
2025
Q2 		$28.4K Buy
1,088
+463
+74% +$11.9K ﹤0.01% 5445
2025
Q1 		$16.3K Buy
+625
New +$15.8K ﹤0.01% 5498

Other funds holding IBII

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BCPWM
Bradley & Co Private Wealth Management Miami, Florida $210M AUM 24.11% 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
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Osaic Holdings's IBII Position: Q2 2026 in Review

Osaic Holdings increased its iShares iBonds Oct 2032 Term TIPS ETF (IBII) stake by 261% in Q2 2026, buying an estimated $45.6K and bringing the position to 2,422 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #5313.

Osaic Holdings first reported a position in IBII in Q1 2025 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold IBII as of Q2 2026.

  • Osaic Holdings held 2,422 shares of iShares iBonds Oct 2032 Term TIPS ETF worth $63K as of Q2 2026.
  • Osaic Holdings bought 1,751 iShares iBonds Oct 2032 Term TIPS ETF shares in Q2 2026, an estimated $45.6K.
  • iShares iBonds Oct 2032 Term TIPS ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5313 holding.
  • Osaic Holdings first reported a position in iShares iBonds Oct 2032 Term TIPS ETF in Q1 2025 and has held it in 6 quarters since.
  • 15 funds tracked by Wall St. Rank held iShares iBonds Oct 2032 Term TIPS ETF as of Q2 2026.

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