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Orion Portfolio Solutions’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Orion Portfolio Solutions’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.82M Buy
+78,255
New +$1.82M 0.02% 757

Other funds holding IBHF

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return

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

Orion Portfolio Solutions opened a new position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q1 2025: 78,255 shares worth $1.82M. The stake represents 0.02% of the portfolio and ranks #757 among its holdings.

135 funds tracked by Wall St. Rank hold IBHF as of Q1 2025.

  • Orion Portfolio Solutions held 78,255 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $1.82M as of Q1 2025.
  • iShares iBonds 2026 Term High Yield and Income ETF was a new Orion Portfolio Solutions position in Q1 2025.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #757 holding.
  • 135 funds tracked by Wall St. Rank held iShares iBonds 2026 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.