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Orion Portfolio Solutions’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Orion Portfolio Solutions’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,176
Closed -$278K – 1866
2024
Q3 		$278K Sell
5,176
-4,935
-49% -$260K ﹤0.01% 1545
2024
Q2 		$518K Buy
+10,111
New +$515K 0.01% 1262
2020
Q3 		– Sell
-336
Closed -$20K – 1190
2020
Q2 		$20K Buy
336
+27
+9% +$1.57K ﹤0.01% 954
2020
Q1 		$17K Sell
309
-124
-29% -$7.16K ﹤0.01% 892
2019
Q4 		$25K Buy
+433
New +$25.1K ﹤0.01% 718

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Orion Portfolio Solutions's IGIB Position: Q4 2024 in Review

Orion Portfolio Solutions sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2024, closing a stake of 5,176 shares — an estimated $278K sold.

Orion Portfolio Solutions first reported a position in IGIB in Q4 2019 and held it in 5 quarters. The position peaked at $518K in Q2 2024. 628 funds tracked by Wall St. Rank hold IGIB as of Q4 2024.

  • Orion Portfolio Solutions reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 5,176 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $278K.
  • Orion Portfolio Solutions first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 5 quarters.
  • Orion Portfolio Solutions's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $518K in Q2 2024.
  • 628 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Orion Portfolio Solutions's 13F filing for Q4 2024, filed 12 Feb 2025.