Orion Portfolio Solutions’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$534K	Buy	+21,107	New	+$533K	0.01%	1394

Other funds holding IBMQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Orion Portfolio Solutions opened a new position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q1 2025: 21,107 shares worth $534K. The stake represents 0.01% of the portfolio and ranks #1394 among its holdings.

142 funds tracked by Wall St. Rank hold IBMQ as of Q1 2025.

Orion Portfolio Solutions held 21,107 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $534K as of Q1 2025.
iShares iBonds Dec 2028 Term Muni Bond ETF was a new Orion Portfolio Solutions position in Q1 2025.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1394 holding.
142 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2025.

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