OPS
IBDN

Orion Portfolio Solutions’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Orion Portfolio Solutions’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-434
Closed -$11K – 2617
2020
Q1 		$11K Buy
+434
New +$10.9K ﹤0.01% 1052

Other funds holding IBDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Argent Wealth Management Waltham, Massachusetts $602M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Orion Portfolio Solutions's IBDN Position: Q2 2020 in Review

Orion Portfolio Solutions sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q2 2020, closing a stake of 434 shares — an estimated $11K sold.

Orion Portfolio Solutions first reported a position in IBDN in Q1 2020 and held it in 1 quarter. The position peaked at $11K in Q1 2020. 171 funds tracked by Wall St. Rank hold IBDN as of Q2 2020.

  • Orion Portfolio Solutions reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q2 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 434 iShares iBonds Dec 2022 Term Corporate ETF shares in Q2 2020, an estimated $11K.
  • Orion Portfolio Solutions first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $11K in Q1 2020.
  • 171 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q2 2020.

Based on Orion Portfolio Solutions's 13F filing for Q2 2020, filed 13 Aug 2020.