OPS
IBTF

Orion Portfolio Solutions’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Orion Portfolio Solutions’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$2.05M Sell
87,767
-16,616
-16% -$388K 0.02% 692
2024
Q4 		$2.43M Buy
+104,383
New +$2.43M 0.02% 595

Other funds holding IBTF

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Orion Portfolio Solutions reduced its iShares iBonds Dec 2025 Term Treasury ETF (IBTF) stake by 16% in Q1 2025, selling an estimated $388K and leaving 87,767 shares worth $2.05M. The position accounts for 0.02% of the portfolio, ranked #692.

Orion Portfolio Solutions first reported a position in IBTF in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.43M in Q4 2024. 298 funds tracked by Wall St. Rank hold IBTF as of Q1 2025.

  • Orion Portfolio Solutions held 87,767 shares of iShares iBonds Dec 2025 Term Treasury ETF worth $2.05M as of Q1 2025.
  • Orion Portfolio Solutions sold 16,616 iShares iBonds Dec 2025 Term Treasury ETF shares in Q1 2025, an estimated $388K.
  • iShares iBonds Dec 2025 Term Treasury ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #692 holding.
  • Orion Portfolio Solutions first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2024 and has held it in 2 quarters since.
  • Orion Portfolio Solutions's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $2.43M in Q4 2024.
  • 298 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q1 2025.

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