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Onex Canada Asset Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Onex Canada Asset Management’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-16,016
Closed -$376K – 135
2023
Q2 		$376K Hold
16,016
– – 0.02% 130
2023
Q1 		$380K Hold
16,016
– – 0.02% 133
2022
Q4 		$374K Buy
+16,016
New +$372K 0.02% 131

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Onex Canada Asset Management's IBDR Position: Q3 2023 in Review

Onex Canada Asset Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2023, closing a stake of 16,016 shares — an estimated $376K sold.

Onex Canada Asset Management first reported a position in IBDR in Q4 2022 and held it in 3 quarters. The position peaked at $380K in Q1 2023. 236 funds tracked by Wall St. Rank hold IBDR as of Q3 2023.

  • Onex Canada Asset Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2023 after selling out during the quarter.
  • Onex Canada Asset Management sold 16,016 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2023, an estimated $376K.
  • Onex Canada Asset Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2022 and held it in 3 quarters.
  • Onex Canada Asset Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $380K in Q1 2023.
  • 236 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2023.

Based on Onex Canada Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.