Osaic Holdings
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Osaic Holdings’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Osaic Holdings’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$312K Sell
13,602
-2,229
-14% -$51.4K ﹤0.01% 3789
2025
Q4 		$365K Sell
15,831
-1,295
-8% -$30K ﹤0.01% 3623
2025
Q3 		$396K Buy
17,126
+9,912
+137% +$228K ﹤0.01% 3622
2025
Q2 		$166K Sell
7,214
-21,525
-75% -$489K ﹤0.01% 4096
2025
Q1 		$658K Buy
28,739
+7,442
+35% +$167K ﹤0.01% 2617
2024
Q4 		$473K Sell
21,297
-2,867
-12% -$64.9K ﹤0.01% 2854
2024
Q3 		$567K Buy
24,164
+1,174
+5% +$27.2K ﹤0.01% 2748
2024
Q2 		$516K Buy
+22,990
New +$512K ﹤0.01% 2741
2023
Q4 		– Sell
-2,629
Closed -$57.8K – 7384
2023
Q3 		$57.8K Buy
2,629
+1,345
+105% +$30.5K ﹤0.01% 4894
2023
Q2 		$29.8K Buy
1,284
+808
+170% +$19.1K ﹤0.01% 5292
2023
Q1 		$11.4K Buy
+476
New +$11.2K ﹤0.01% 5905

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