OPS
IBDP

Orion Portfolio Solutions’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Orion Portfolio Solutions’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,546
Closed -$266K – 1928
2024
Q3 		$266K Buy
+10,546
New +$265K ﹤0.01% 1578

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Orion Portfolio Solutions's IBDP Position: Q4 2024 in Review

Orion Portfolio Solutions sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 10,546 shares — an estimated $266K sold.

Orion Portfolio Solutions first reported a position in IBDP in Q3 2024 and held it in 1 quarter. The position peaked at $266K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Orion Portfolio Solutions reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 10,546 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $266K.
  • Orion Portfolio Solutions first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2024 and held it in 1 quarter.
  • Orion Portfolio Solutions's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $266K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Orion Portfolio Solutions's 13F filing for Q4 2024, filed 12 Feb 2025.