Osaic Holdings’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Osaic Holdings’s Portfolio IBMT Stock Details IBMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41.3K	Hold	1,600	–	–	﹤0.01%	5616
2026 Q1	$41.1K	Hold	1,600	–	–	﹤0.01%	5358
2025 Q4	$41.5K	Hold	1,600	–	–	﹤0.01%	5364
2025 Q3	$41.4K	Hold	1,600	–	–	﹤0.01%	5434
2025 Q2	$40.6K	Buy	+1,600	New	+$40.1K	﹤0.01%	5202

Other funds holding IBMT

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

QFA

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Osaic Holdings's IBMT Position: Q2 2026 in Review

Osaic Holdings held its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) position steady in Q2 2026 at 1,600 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #5616.

Osaic Holdings first reported a position in IBMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $41.5K in Q4 2025. 73 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

Osaic Holdings held 1,600 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $41.3K as of Q2 2026.
Osaic Holdings left its iShares iBonds Dec 2031 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2031 Term Muni Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5616 holding.
Osaic Holdings first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
Osaic Holdings's iShares iBonds Dec 2031 Term Muni Bond ETF position peaked at $41.5K in Q4 2025.
73 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

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