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 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 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 $205M AUM 10.53% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCPWM

Bradley & Co Private Wealth Management Miami, Florida $190M AUM 27.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

4FG

4Thought Financial Group Syosset, New York $202M AUM 11.53% 1-Year Est. Return

Osaic Holdings's IBIJ Position: Q1 2026 in Review

Osaic Holdings reduced its iShares iBonds Oct 2033 Term TIPS ETF (IBIJ) stake by 63% in Q1 2026, selling an estimated $10.3K and leaving 229 shares worth $5.95K. The position accounts for ﹤0.01% of the portfolio, ranked #6597.

Osaic Holdings first reported a position in IBIJ in Q1 2025 and has held it in 5 quarters since. The position peaked at $16.5K in Q3 2025. 12 funds tracked by Wall St. Rank hold IBIJ as of Q1 2026.

Osaic Holdings held 229 shares of iShares iBonds Oct 2033 Term TIPS ETF worth $5.95K as of Q1 2026.
Osaic Holdings sold 396 iShares iBonds Oct 2033 Term TIPS ETF shares in Q1 2026, an estimated $10.3K.
iShares iBonds Oct 2033 Term TIPS ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #6597 holding.
Osaic Holdings first reported a position in iShares iBonds Oct 2033 Term TIPS ETF in Q1 2025 and has held it in 5 quarters since.
Osaic Holdings's iShares iBonds Oct 2033 Term TIPS ETF position peaked at $16.5K in Q3 2025.
12 funds tracked by Wall St. Rank held iShares iBonds Oct 2033 Term TIPS ETF as of Q1 2026.

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