Osaic Holdings
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Osaic Holdings’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Osaic Holdings’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.11M Buy
83,023
+2,100
+3% +$53.5K ﹤0.01% 2027
2025
Q4 		$2.05M Sell
80,923
-34,304
-30% -$871K ﹤0.01% 2069
2025
Q3 		$2.93M Sell
115,227
-5,383
-4% -$137K ﹤0.01% 1867
2025
Q2 		$3.06M Buy
120,610
+9,873
+9% +$249K 0.01% 1579
2025
Q1 		$2.8M Sell
110,737
-14,432
-12% -$364K 0.01% 1414
2024
Q4 		$3.15M Buy
125,169
+28,432
+29% +$719K 0.01% 1323
2024
Q3 		$2.46M Buy
96,737
+20,798
+27% +$526K 0.01% 1531
2024
Q2 		$1.9M Buy
75,939
+46,859
+161% +$1.17M ﹤0.01% 1685
2024
Q1 		$732K Buy
29,080
+12,536
+76% +$317K ﹤0.01% 2621
2023
Q4 		$420K Sell
16,544
-5,766
-26% -$143K ﹤0.01% 3301
2023
Q3 		$546K Buy
22,310
+13
+0.1% +$324 ﹤0.01% 3171
2023
Q2 		$559K Buy
22,297
+3,189
+17% +$80.3K ﹤0.01% 3056
2023
Q1 		$486K Buy
19,108
+6,758
+55% +$171K ﹤0.01% 3112
2022
Q4 		$310K Buy
+12,350
New +$306K ﹤0.01% 3483

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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return