Orion Portfolio Solutions’s VanEck International High Yield Bond ETF IHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-41,308	Closed	-$893K	–	1867
2024 Q3	$893K	Buy	41,308 +931	+2%	+$19.6K	0.01%	1105
2024 Q2	$829K	Buy	40,377 +857	+2%	+$17.6K	0.01%	1062
2024 Q1	$818K	Sell	39,520 -861	-2%	-$17.8K	0.01%	1073
2023 Q4	$836K	Buy	+40,381	New	+$803K	0.01%	1026
2023 Q3	–	Sell	-44,761	Closed	-$896K	–	1648
2023 Q2	$896K	Buy	44,761 +3,984	+10%	+$79.5K	0.01%	995
2023 Q1	$821K	Buy	+40,777	New	+$819K	0.01%	957
2022 Q1	–	Sell	-42,736	Closed	-$1.03M	–	719
2021 Q4	$1.03M	Buy	42,736 +628	+1%	+$15.2K	0.03%	263
2021 Q3	$1.05M	Buy	42,108 +5,039	+14%	+$128K	0.04%	248
2021 Q2	$956K	Buy	37,069 +2,821	+8%	+$72.8K	0.04%	241
2021 Q1	$874K	Buy	34,248 +1,982	+6%	+$51.1K	0.04%	229
2020 Q4	$837K	Buy	+32,266	New	+$810K	0.04%	223
2020 Q3	–	Sell	-38,775	Closed	-$920K	–	1198
2020 Q2	$920K	Buy	+38,775	New	+$874K	0.05%	172

Other funds holding IHY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CMMS

Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Orion Portfolio Solutions sold out of VanEck International High Yield Bond ETF (IHY) in Q4 2024, closing a stake of 41,308 shares — an estimated $893K sold.

Orion Portfolio Solutions first reported a position in IHY in Q2 2020 and held it in 12 quarters. The position peaked at $1.05M in Q3 2021. 25 funds tracked by Wall St. Rank hold IHY as of Q4 2024.

Orion Portfolio Solutions reported no remaining VanEck International High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
Orion Portfolio Solutions sold 41,308 VanEck International High Yield Bond ETF shares in Q4 2024, an estimated $893K.
Orion Portfolio Solutions first reported a position in VanEck International High Yield Bond ETF in Q2 2020 and held it in 12 quarters.
Orion Portfolio Solutions's VanEck International High Yield Bond ETF position peaked at $1.05M in Q3 2021.
25 funds tracked by Wall St. Rank held VanEck International High Yield Bond ETF as of Q4 2024.

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