Osaic Holdings
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Osaic Holdings’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Osaic Holdings’s Portfolio ILTB Stock Details ILTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$410K Buy
8,317
+467
+6% +$22.9K ﹤0.01% 3831
2026
Q1 		$384K Sell
7,850
-673
-8% -$33.5K ﹤0.01% 3606
2025
Q4 		$424K Buy
8,523
+2,204
+35% +$111K ﹤0.01% 3487
2025
Q3 		$314K Buy
6,319
+134
+2% +$6.63K ﹤0.01% 3827
2025
Q2 		$306K Sell
6,185
-867
-12% -$42K ﹤0.01% 3582
2025
Q1 		$353K Sell
7,052
-5,632
-44% -$278K ﹤0.01% 3174
2024
Q4 		$617K Buy
12,684
+2,956
+30% +$150K ﹤0.01% 2592
2024
Q3 		$518K Buy
9,728
+1,286
+15% +$66.8K ﹤0.01% 2838
2024
Q2 		$420K Sell
8,442
-21,640
-72% -$1.07M ﹤0.01% 2918
2024
Q1 		$1.54M Sell
30,082
-72,001
-71% -$3.67M ﹤0.01% 1903
2023
Q4 		$5.37M Sell
102,083
-33,763
-25% -$1.63M 0.01% 1155
2023
Q3 		$6.42M Buy
135,846
+74,441
+121% +$3.73M 0.01% 1148
2023
Q2 		$3.23M Buy
61,405
+8,949
+17% +$471K 0.01% 1492
2023
Q1 		$2.82M Buy
52,456
+1,046
+2% +$55.5K 0.01% 1552
2022
Q4 		$2.62M Sell
51,410
-1,689
-3% -$85.6K 0.01% 1550
2022
Q3 		$2.67M Sell
53,099
-6,388
-11% -$352K 0.01% 1425
2022
Q2 		$3.31M Sell
59,487
-6,410
-10% -$369K 0.01% 1305
2022
Q1 		$4.22M Buy
65,897
+2,865
+5% +$191K 0.01% 1328
2021
Q4 		$4.55M Buy
63,032
+1,148
+2% +$82.9K 0.01% 1169
2021
Q3 		$4.43M Buy
61,884
+5,954
+11% +$437K 0.01% 1131
2021
Q2 		$4.04M Buy
55,930
+25,612
+84% +$1.8M 0.01% 1170
2021
Q1 		$2.08M Sell
30,318
-8
-0% -$573 0.01% 1573
2020
Q4 		$2.32M Sell
30,326
-7,369
-20% -$557K 0.01% 1328
2020
Q3 		$2.85M Sell
37,695
-10,018
-21% -$770K 0.01% 1092
2020
Q2 		$3.58M Buy
47,713
+1,388
+3% +$102K 0.01% 880
2020
Q1 		$3.3M Buy
+46,325
New +$3.27M 0.01% 790

Other funds holding ILTB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RF
RetireMitten Financial Milford, Michigan $237M AUM
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

Osaic Holdings's ILTB Position: Q2 2026 in Review

Osaic Holdings increased its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 5.9% in Q2 2026, buying an estimated $22.9K and bringing the position to 8,317 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #3831.

Osaic Holdings first reported a position in ILTB in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.42M in Q3 2023. 88 funds tracked by Wall St. Rank hold ILTB as of Q2 2026.

  • Osaic Holdings held 8,317 shares of iShares Core 10+ Year USD Bond ETF worth $410K as of Q2 2026.
  • Osaic Holdings bought 467 iShares Core 10+ Year USD Bond ETF shares in Q2 2026, an estimated $22.9K.
  • iShares Core 10+ Year USD Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3831 holding.
  • Osaic Holdings first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's iShares Core 10+ Year USD Bond ETF position peaked at $6.42M in Q3 2023.
  • 88 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2026.

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