Orion Portfolio Solutions’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$816K	Buy	+32,288	New	+$815K	0.01%	1189

Other funds holding IBMP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Orion Portfolio Solutions opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q1 2025: 32,288 shares worth $816K. The stake represents 0.01% of the portfolio and ranks #1189 among its holdings.

153 funds tracked by Wall St. Rank hold IBMP as of Q1 2025.

Orion Portfolio Solutions held 32,288 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $816K as of Q1 2025.
iShares iBonds Dec 2027 Term Muni Bond ETF was a new Orion Portfolio Solutions position in Q1 2025.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1189 holding.
153 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2025.

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