Osaic Holdings’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

Osaic Holdings’s Portfolio IG Stock Details IG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-919	Closed	-$19.1K	–	7941
2025 Q2	$19.1K	Hold	919	–	–	﹤0.01%	5745
2025 Q1	$19K	Hold	919	–	–	﹤0.01%	5403
2024 Q4	$18.7K	Sell	919 -575	-38%	-$12K	﹤0.01%	5396
2024 Q3	$32K	Hold	1,494	–	–	﹤0.01%	5056
2024 Q2	$30.6K	Hold	1,494	–	–	﹤0.01%	5045
2024 Q1	$30.9K	Sell	1,494 -228	-13%	-$4.71K	﹤0.01%	5081
2023 Q4	$36.2K	Sell	1,722 -1,612	-48%	-$32.2K	﹤0.01%	5107
2023 Q3	$65.6K	Sell	3,334 -25	-0.7%	-$504	﹤0.01%	4798
2023 Q2	$69.1K	Buy	3,359 +1,865	+125%	+$38.5K	﹤0.01%	4729
2023 Q1	$31.4K	Sell	1,494 -322	-18%	-$6.75K	﹤0.01%	5291
2022 Q4	$38K	Buy	1,816 +322	+22%	+$6.63K	﹤0.01%	5136
2022 Q3	$31K	Hold	1,494	–	–	﹤0.01%	5273
2022 Q2	$33K	Hold	1,494	–	–	﹤0.01%	5259
2022 Q1	$36K	Hold	1,494	–	–	﹤0.01%	5317
2021 Q4	$39K	Hold	1,494	–	–	﹤0.01%	5328
2021 Q3	$40K	Hold	1,494	–	–	﹤0.01%	5270
2021 Q2	$40K	Hold	1,494	–	–	﹤0.01%	5207
2021 Q1	$39K	Buy	1,494 +575	+63%	+$15.3K	﹤0.01%	5047
2020 Q4	$25K	Buy	+919	New	+$25.1K	﹤0.01%	5016

Other funds holding IG

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IWP

Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings's IG Position: Q3 2025 in Review

Osaic Holdings sold out of Principal Investment Grade Corporate Active ETF (IG) in Q3 2025, closing a stake of 919 shares — an estimated $19.1K sold.

Osaic Holdings first reported a position in IG in Q4 2020 and held it in 19 quarters. The position peaked at $69.1K in Q2 2023. 19 funds tracked by Wall St. Rank hold IG as of Q3 2025.

Osaic Holdings reported no remaining Principal Investment Grade Corporate Active ETF position as of Q3 2025 after selling out during the quarter.
Osaic Holdings sold 919 Principal Investment Grade Corporate Active ETF shares in Q3 2025, an estimated $19.1K.
Osaic Holdings first reported a position in Principal Investment Grade Corporate Active ETF in Q4 2020 and held it in 19 quarters.
Osaic Holdings's Principal Investment Grade Corporate Active ETF position peaked at $69.1K in Q2 2023.
19 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q3 2025.

Based on Osaic Holdings's 13F filing for Q3 2025, filed 14 Nov 2025.