OPS
IBHE

Orion Portfolio Solutions’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Orion Portfolio Solutions’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$528K Sell
22,738
-13,678
-38% -$318K 0.01% 1399
2024
Q4 		$845K Buy
+36,416
New +$845K 0.01% 1135

Other funds holding IBHE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

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

Orion Portfolio Solutions reduced its iShares iBonds 2025 Term High Yield and Income ETF (IBHE) stake by 38% in Q1 2025, selling an estimated $318K and leaving 22,738 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #1399.

Orion Portfolio Solutions first reported a position in IBHE in Q4 2024 and has held it in 2 quarters since. The position peaked at $845K in Q4 2024. 148 funds tracked by Wall St. Rank hold IBHE as of Q1 2025.

  • Orion Portfolio Solutions held 22,738 shares of iShares iBonds 2025 Term High Yield and Income ETF worth $528K as of Q1 2025.
  • Orion Portfolio Solutions sold 13,678 iShares iBonds 2025 Term High Yield and Income ETF shares in Q1 2025, an estimated $318K.
  • iShares iBonds 2025 Term High Yield and Income ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1399 holding.
  • Orion Portfolio Solutions first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2024 and has held it in 2 quarters since.
  • Orion Portfolio Solutions's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $845K in Q4 2024.
  • 148 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q1 2025.

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