Osaic Holdings
IBTQ

Osaic Holdings’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

Osaic Holdings’s Portfolio IBTQ Stock Details IBTQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.1K Buy
+1,000
New +$25.1K ﹤0.01% 5994

Other funds holding IBTQ

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $412M AUM 15.82% 1-Year Est. Return

Osaic Holdings's IBTQ Position: Q2 2026 in Review

Osaic Holdings opened a new position in iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) in Q2 2026: 1,000 shares worth $25.1K. The stake represents ﹤0.01% of the portfolio and ranks #5994 among its holdings.

48 funds tracked by Wall St. Rank hold IBTQ as of Q2 2026.

  • Osaic Holdings held 1,000 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $25.1K as of Q2 2026.
  • iShares iBonds Dec 2035 Term Treasury ETF was a new Osaic Holdings position in Q2 2026.
  • iShares iBonds Dec 2035 Term Treasury ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5994 holding.
  • 48 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q2 2026.

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