ORBX is trading at $41.07, down 4.34% in pre-market, amid renewed U.S.–Iran uncertainty and oil-supply concerns. - Rejection of Iran’s proposal heightened oil-supply concerns; higher oil prices and Treasury yields weighed on equities on September 28. - Inflation and interest-rate worries may pressure industrials and other rate-sensitive holdings. - U.S. futures were modestly higher pre-market, and available evidence does not establish an ORBX-specific driver.