OPS
IBMJ

Orion Portfolio Solutions’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Orion Portfolio Solutions’s Portfolio IBMJ Stock Details IBMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-7,735
Closed -$200K – 513
2020
Q3 		$200K Hold
7,735
– – 0.01% 427
2020
Q2 		$201K Hold
7,735
– – 0.01% 404
2020
Q1 		$197K Buy
+7,735
New +$199K 0.01% 321

Other funds holding IBMJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Orion Portfolio Solutions's IBMJ Position: Q4 2020 in Review

Orion Portfolio Solutions sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2020, closing a stake of 7,735 shares — an estimated $200K sold.

Orion Portfolio Solutions first reported a position in IBMJ in Q1 2020 and held it in 3 quarters. The position peaked at $201K in Q2 2020. 123 funds tracked by Wall St. Rank hold IBMJ as of Q4 2020.

  • Orion Portfolio Solutions reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 7,735 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2020, an estimated $200K.
  • Orion Portfolio Solutions first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2020 and held it in 3 quarters.
  • Orion Portfolio Solutions's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $201K in Q2 2020.
  • 123 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2020.

Based on Orion Portfolio Solutions's 13F filing for Q4 2020, filed 4 Feb 2021.