OMC
IBDX icon

Old Mission Capital’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Old Mission Capital’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-134,033
Closed -$3.29M – 1583
2024
Q2 		$3.29M Buy
+134,033
New +$3.27M 0.06% 226

Other funds holding IBDX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Old Mission Capital's IBDX Position: Q3 2024 in Review

Old Mission Capital sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q3 2024, closing a stake of 134,033 shares — an estimated $3.29M sold.

Old Mission Capital first reported a position in IBDX in Q2 2024 and held it in 1 quarter. The position peaked at $3.29M in Q2 2024. 118 funds tracked by Wall St. Rank hold IBDX as of Q3 2024.

  • Old Mission Capital reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
  • Old Mission Capital sold 134,033 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2024, an estimated $3.29M.
  • Old Mission Capital first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2024 and held it in 1 quarter.
  • Old Mission Capital's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $3.29M in Q2 2024.
  • 118 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2024.

Based on Old Mission Capital's 13F filing for Q3 2024, filed 14 Nov 2024.