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Orion Portfolio Solutions’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Orion Portfolio Solutions’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.54M Sell
67,172
-76,070
-53% -$1.74M 0.02% 850
2024
Q4 		$3.29M Buy
+143,242
New +$3.27M 0.03% 468

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

Orion Portfolio Solutions reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 53% in Q1 2025, selling an estimated $1.74M and leaving 67,172 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #850.

Orion Portfolio Solutions first reported a position in IBTG in Q4 2024 and has held it in 2 quarters since. The position peaked at $3.29M in Q4 2024. 264 funds tracked by Wall St. Rank hold IBTG as of Q1 2025.

  • Orion Portfolio Solutions held 67,172 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.54M as of Q1 2025.
  • Orion Portfolio Solutions sold 76,070 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2025, an estimated $1.74M.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #850 holding.
  • Orion Portfolio Solutions first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and has held it in 2 quarters since.
  • Orion Portfolio Solutions's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $3.29M in Q4 2024.
  • 264 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2025.

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