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Orion Portfolio Solutions’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Orion Portfolio Solutions’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.39M Buy
57,633
+11,091
+24% +$267K 0.01% 904
2024
Q4 		$1.12M Buy
+46,542
New +$1.12M 0.01% 990

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Orion Portfolio Solutions increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 24% in Q1 2025, buying an estimated $267K and bringing the position to 57,633 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #904.

Orion Portfolio Solutions first reported a position in IBDS in Q4 2024 and has held it in 2 quarters since. 364 funds tracked by Wall St. Rank hold IBDS as of Q1 2025.

  • Orion Portfolio Solutions held 57,633 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.39M as of Q1 2025.
  • Orion Portfolio Solutions bought 11,091 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2025, an estimated $267K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #904 holding.
  • Orion Portfolio Solutions first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and has held it in 2 quarters since.
  • 364 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2025.

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