Osaic Holdings
IBMS

Osaic Holdings’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Osaic Holdings’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$57.8K Buy
2,238
+191
+9% +$5K ﹤0.01% 5100
2025
Q4 		$53.3K Sell
2,047
-3,087
-60% -$80.3K ﹤0.01% 5186
2025
Q3 		$134K Buy
5,134
+4,134
+413% +$107K ﹤0.01% 4548
2025
Q2 		$25.7K Hold
1,000
– – ﹤0.01% 5527
2025
Q1 		$25.4K Sell
1,000
-8,878
-90% -$226K ﹤0.01% 5193
2024
Q4 		$251K Buy
9,878
+6,930
+235% +$177K ﹤0.01% 3403
2024
Q3 		$76.3K Buy
+2,948
New +$75.4K ﹤0.01% 4418

Other funds holding IBMS

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Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return