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Old Mission Capital’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Old Mission Capital’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-18,661
Closed -$470K – 1585
2024
Q2 		$470K Buy
+18,661
New +$467K 0.01% 759

Other funds holding IBDY

FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 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
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

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

Old Mission Capital sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q3 2024, closing a stake of 18,661 shares — an estimated $470K sold.

Old Mission Capital first reported a position in IBDY in Q2 2024 and held it in 1 quarter. The position peaked at $470K in Q2 2024. 96 funds tracked by Wall St. Rank hold IBDY as of Q3 2024.

  • Old Mission Capital reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
  • Old Mission Capital sold 18,661 iShares iBonds Dec 2033 Term Corporate ETF shares in Q3 2024, an estimated $470K.
  • Old Mission Capital first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2024 and held it in 1 quarter.
  • Old Mission Capital's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $470K in Q2 2024.
  • 96 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2024.

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