Osaic Holdings’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Osaic Holdings’s Portfolio IBMR Stock Details IBMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.05M	Buy	41,522 +3,033	+8%	+$77.5K	﹤0.01%	2665
2025 Q4	$979K	Buy	38,489 +4,455	+13%	+$113K	﹤0.01%	2722
2025 Q3	$868K	Buy	34,034 +116	+0.3%	+$2.95K	﹤0.01%	2928
2025 Q2	$856K	Sell	33,918 -12,750	-27%	-$318K	﹤0.01%	2632
2025 Q1	$1.17M	Sell	46,668 -7,735	-14%	-$194K	﹤0.01%	2110
2024 Q4	$1.36M	Buy	54,403 +17,260	+46%	+$434K	﹤0.01%	1963
2024 Q3	$947K	Buy	37,143 +8,502	+30%	+$214K	﹤0.01%	2293
2024 Q2	$712K	Buy	28,641 +24,897	+665%	+$620K	﹤0.01%	2474
2024 Q1	$94.5K	Buy	+3,744	New	+$95.1K	﹤0.01%	4292

Other funds holding IBMR

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CIA

Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return

Osaic Holdings's IBMR Position: Q1 2026 in Review

Osaic Holdings increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 7.9% in Q1 2026, buying an estimated $77.5K and bringing the position to 41,522 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2665.

Osaic Holdings first reported a position in IBMR in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.36M in Q4 2024. 129 funds tracked by Wall St. Rank hold IBMR as of Q1 2026.

Osaic Holdings held 41,522 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $1.05M as of Q1 2026.
Osaic Holdings bought 3,033 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q1 2026, an estimated $77.5K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2665 holding.
Osaic Holdings first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2024 and has held it in 9 quarters since.
Osaic Holdings's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $1.36M in Q4 2024.
129 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q1 2026.

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