OPS
IBMM

Orion Portfolio Solutions’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Orion Portfolio Solutions’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5,974
Closed -$161K – 2417
2020
Q2 		$161K Hold
5,974
– – 0.01% 448
2020
Q1 		$156K Buy
+5,974
New +$158K 0.01% 363

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Orion Portfolio Solutions's IBMM Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q3 2020, closing a stake of 5,974 shares — an estimated $161K sold.

Orion Portfolio Solutions first reported a position in IBMM in Q1 2020 and held it in 2 quarters. The position peaked at $161K in Q2 2020. 79 funds tracked by Wall St. Rank hold IBMM as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 5,974 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q3 2020, an estimated $161K.
  • Orion Portfolio Solutions first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $161K in Q2 2020.
  • 79 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.