OPS
IBDO

Orion Portfolio Solutions’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Orion Portfolio Solutions’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-62
Closed -$2K – 2184
2020
Q2 		$2K Buy
+62
New +$1.6K ﹤0.01% 1862

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Orion Portfolio Solutions's IBDO Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q3 2020, closing a stake of 62 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in IBDO in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 174 funds tracked by Wall St. Rank hold IBDO as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 62 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $2K in Q2 2020.
  • 174 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.