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Orion Portfolio Solutions’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Orion Portfolio Solutions’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$2.22M Buy
91,613
+1,229
+1% +$29.7K 0.02% 651
2024
Q4 		$2.18M Buy
+90,384
New +$2.18M 0.02% 656

Other funds holding IBDR

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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Orion Portfolio Solutions increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1.4% in Q1 2025, buying an estimated $29.7K and bringing the position to 91,613 shares worth $2.22M. The position accounts for 0.02% of the portfolio, ranked #651.

Orion Portfolio Solutions first reported a position in IBDR in Q4 2024 and has held it in 2 quarters since. 389 funds tracked by Wall St. Rank hold IBDR as of Q1 2025.

  • Orion Portfolio Solutions held 91,613 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $2.22M as of Q1 2025.
  • Orion Portfolio Solutions bought 1,229 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2025, an estimated $29.7K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #651 holding.
  • Orion Portfolio Solutions first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and has held it in 2 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2025.

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