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Osbon Capital Management’s iShares US Insurance ETF IAK Stock Holding History

Osbon Capital Management’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.7K Sell
353
-99
-22% -$13.1K 0.04% 129
2026
Q1 		$57.9K Buy
452
+2
+0.4% +$265 0.05% 143
2025
Q4 		$61.3K Buy
+450
New +$59.6K 0.06% 106

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Osbon Capital Management's IAK Position: Q2 2026 in Review

Osbon Capital Management reduced its iShares US Insurance ETF (IAK) stake by 22% in Q2 2026, selling an estimated $13.1K and leaving 353 shares worth $49.7K. The position accounts for 0.04% of the portfolio, ranked #129.

Osbon Capital Management first reported a position in IAK in Q4 2025 and has held it in 3 quarters since. The position peaked at $61.3K in Q4 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Osbon Capital Management held 353 shares of iShares US Insurance ETF worth $49.7K as of Q2 2026.
  • Osbon Capital Management sold 99 iShares US Insurance ETF shares in Q2 2026, an estimated $13.1K.
  • iShares US Insurance ETF made up 0.04% of Osbon Capital Management's portfolio in Q2 2026, its #129 holding.
  • Osbon Capital Management first reported a position in iShares US Insurance ETF in Q4 2025 and has held it in 3 quarters since.
  • Osbon Capital Management's iShares US Insurance ETF position peaked at $61.3K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.