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Orion Portfolio Solutions’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Orion Portfolio Solutions’s Portfolio IMTB Stock Details IMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-224
Closed -$12K – 1211
2020
Q2 		$12K Hold
224
– – ﹤0.01% 1135
2020
Q1 		$11K Buy
+224
New +$11.4K ﹤0.01% 1031

Other funds holding IMTB

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $379M AUM 19.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

Orion Portfolio Solutions's IMTB Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q3 2020, closing a stake of 224 shares — an estimated $12K sold.

Orion Portfolio Solutions first reported a position in IMTB in Q1 2020 and held it in 2 quarters. The position peaked at $12K in Q2 2020. 33 funds tracked by Wall St. Rank hold IMTB as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 224 iShares Core 5-10 Year USD Bond ETF shares in Q3 2020, an estimated $12K.
  • Orion Portfolio Solutions first reported a position in iShares Core 5-10 Year USD Bond ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's iShares Core 5-10 Year USD Bond ETF position peaked at $12K in Q2 2020.
  • 33 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.