Osaic Holdings
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Osaic Holdings’s iShares iBonds Oct 2033 Term TIPS ETF IBIJ Stock Holding History

Osaic Holdings’s Portfolio IBIJ Stock Details IBIJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.6K Buy
1,403
+1,174
+513% +$30.7K ﹤0.01% 5704
2026
Q1 		$5.95K Sell
229
-396
-63% -$10.3K ﹤0.01% 6597
2025
Q4 		$16.2K Hold
625
– – ﹤0.01% 6009
2025
Q3 		$16.5K Hold
625
– – ﹤0.01% 6057
2025
Q2 		$16.3K Hold
625
– – ﹤0.01% 5853
2025
Q1 		$16.3K Buy
+625
New +$15.9K ﹤0.01% 5494

Other funds holding IBIJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
BCPWM
Bradley & Co Private Wealth Management Miami, Florida $210M AUM 24.11% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Osaic Holdings's IBIJ Position: Q2 2026 in Review

Osaic Holdings increased its iShares iBonds Oct 2033 Term TIPS ETF (IBIJ) stake by 513% in Q2 2026, buying an estimated $30.7K and bringing the position to 1,403 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #5704.

Osaic Holdings first reported a position in IBIJ in Q1 2025 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold IBIJ as of Q2 2026.

  • Osaic Holdings held 1,403 shares of iShares iBonds Oct 2033 Term TIPS ETF worth $36.6K as of Q2 2026.
  • Osaic Holdings bought 1,174 iShares iBonds Oct 2033 Term TIPS ETF shares in Q2 2026, an estimated $30.7K.
  • iShares iBonds Oct 2033 Term TIPS ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5704 holding.
  • Osaic Holdings first reported a position in iShares iBonds Oct 2033 Term TIPS ETF in Q1 2025 and has held it in 6 quarters since.
  • 13 funds tracked by Wall St. Rank held iShares iBonds Oct 2033 Term TIPS ETF as of Q2 2026.

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