Osaic Holdings
IBMT

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
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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

Osaic Holdings's IBMT Position: Q1 2026 in Review

Osaic Holdings held its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) position steady in Q1 2026 at 1,600 shares worth $41.1K. The position accounts for ﹤0.01% of the portfolio, ranked #5358.

Osaic Holdings first reported a position in IBMT in Q2 2025 and has held it in 4 quarters since. The position peaked at $41.5K in Q4 2025. 59 funds tracked by Wall St. Rank hold IBMT as of Q1 2026.

  • Osaic Holdings held 1,600 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $41.1K as of Q1 2026.
  • Osaic Holdings left its iShares iBonds Dec 2031 Term Muni Bond ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5358 holding.
  • Osaic Holdings first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Osaic Holdings's iShares iBonds Dec 2031 Term Muni Bond ETF position peaked at $41.5K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q1 2026.

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