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Orion Portfolio Solutions’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Orion Portfolio Solutions’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.14M Buy
44,564
+36,293
+439% +$926K 0.01% 1012
2024
Q4 		$211K Buy
+8,271
New +$211K ﹤0.01% 1734

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 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

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

Orion Portfolio Solutions increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 439% in Q1 2025, buying an estimated $926K and bringing the position to 44,564 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1012.

Orion Portfolio Solutions first reported a position in IBMO in Q4 2024 and has held it in 2 quarters since. 178 funds tracked by Wall St. Rank hold IBMO as of Q1 2025.

  • Orion Portfolio Solutions held 44,564 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.14M as of Q1 2025.
  • Orion Portfolio Solutions bought 36,293 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2025, an estimated $926K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1012 holding.
  • Orion Portfolio Solutions first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 178 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2025.

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