OPS
IBDQ

Orion Portfolio Solutions’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Orion Portfolio Solutions’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$3.02M Sell
120,251
-14,300
-11% -$359K 0.03% 531
2024
Q4 		$3.37M Buy
134,551
+125,985
+1,471% +$3.16M 0.03% 455
2024
Q3 		$215K Buy
+8,566
New +$214K ﹤0.01% 1682

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Orion Portfolio Solutions's IBDQ Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 11% in Q1 2025, selling an estimated $359K and leaving 120,251 shares worth $3.02M. The position accounts for 0.03% of the portfolio, ranked #531.

Orion Portfolio Solutions first reported a position in IBDQ in Q3 2024 and has held it in 3 quarters since. The position peaked at $3.37M in Q4 2024. 397 funds tracked by Wall St. Rank hold IBDQ as of Q1 2025.

  • Orion Portfolio Solutions held 120,251 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $3.02M as of Q1 2025.
  • Orion Portfolio Solutions sold 14,300 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2025, an estimated $359K.
  • iShares iBonds Dec 2025 Term Corporate ETF made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #531 holding.
  • Orion Portfolio Solutions first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2024 and has held it in 3 quarters since.
  • Orion Portfolio Solutions's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $3.37M in Q4 2024.
  • 397 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.