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Orion Portfolio Solutions’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Orion Portfolio Solutions’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.14M Buy
+51,253
New +$1.15M 0.01% 1008

Other funds holding IBHG

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Orion Portfolio Solutions opened a new position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q1 2025: 51,253 shares worth $1.14M. The stake represents 0.01% of the portfolio and ranks #1008 among its holdings.

77 funds tracked by Wall St. Rank hold IBHG as of Q1 2025.

  • Orion Portfolio Solutions held 51,253 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $1.14M as of Q1 2025.
  • iShares iBonds 2027 Term High Yield and Income ETF was a new Orion Portfolio Solutions position in Q1 2025.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1008 holding.
  • 77 funds tracked by Wall St. Rank held iShares iBonds 2027 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.