Question 1

How many shares of IBTJ does OSAIC HOLDINGS, INC. own?

Accepted Answer

As of 2026-Q2, OSAIC HOLDINGS, INC. holds 290,713 shares of IBTJ (ISHARES TR).

Question 2

What is OSAIC HOLDINGS, INC.'s IBTJ position worth?

Accepted Answer

As of 2026-Q2, OSAIC HOLDINGS, INC.'s IBTJ position is worth $6.3M.

Question 3

Is OSAIC HOLDINGS, INC. buying or selling IBTJ?

Accepted Answer

In 2026-Q2, OSAIC HOLDINGS, INC. increased their IBTJ position (+0.8% change in shares).

Question 4

When did OSAIC HOLDINGS, INC. first buy IBTJ?

Accepted Answer

Based on available 13F filings, OSAIC HOLDINGS, INC. first reported a position in IBTJ in 2024-Q3. They have held the position across 15 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	290,713	+0.8%	$6.3M	0.0%	$21.51	27
2026-Q1	Decreased	288,490	-4.6%	$6.3M	0.0%	$21.50	0
2025-Q4	Increased	302,447	+23.4%	$6.6M	0.0%	$21.47	33
2025-Q3	Increased	245,093	+277.0%	$5.4M	0.0%	$21.22	44
2025-Q2	Decreased	65,014	-20.3%	$1.4M	0.0%	$20.98	0
2025-Q1	Decreased	81,587	-50.5%	$1.8M	0.0%	$20.63	0
2024-Q4	Increased	164,815	+44.9%	$3.5M	0.0%	$20.09	36
2024-Q3	Increased	113,733	+288.1%	$2.5M	0.0%	$20.55	42

IBTJShowing 8 of 15 quarters

IBTJ
Showing 8 of 15 quarters