Orion Portfolio Solutions’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Orion Portfolio Solutions’s Portfolio IBMN Stock Details IBMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.47M	Buy	55,022 +43,589	+381%	+$1.16M	0.01%	877
2024 Q4	$304K	Buy	+11,433	New	+$304K	﹤0.01%	1552
2020 Q3	–	Sell	-5,545	Closed	-$155K	–	1168
2020 Q2	$155K	Hold	5,545	–	–	0.01%	457
2020 Q1	$150K	Buy	+5,545	New	+$151K	0.01%	372

Other funds holding IBMN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Orion Portfolio Solutions increased its iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) stake by 381% in Q1 2025, buying an estimated $1.16M and bringing the position to 55,022 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #877.

Orion Portfolio Solutions first reported a position in IBMN in Q1 2020 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold IBMN as of Q1 2025.

Orion Portfolio Solutions held 55,022 shares of iShares iBonds Dec 2025 Term Muni Bond ETF worth $1.47M as of Q1 2025.
Orion Portfolio Solutions bought 43,589 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q1 2025, an estimated $1.16M.
iShares iBonds Dec 2025 Term Muni Bond ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #877 holding.
Orion Portfolio Solutions first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2020 and has held it in 4 quarters since.
165 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q1 2025.

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