Onex Canada Asset Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Onex Canada Asset Management’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
2023 Q3	–	Sell	-40,352	Closed	-$938K	–	137
2023 Q2	$938K	Hold	40,352	–	–	0.06%	122
2023 Q1	$964K	Hold	40,352	–	–	0.05%	124
2022 Q4	$933K	Buy	+40,352	New	+$969K	0.05%	120

Other funds holding IBDX

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PSIWM

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $147M AUM 11.5% 1-Year Est. Return

SHA

Seneca House Advisors Richmond, Virginia $252M AUM 17.04% 1-Year Est. Return

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

Onex Canada Asset Management sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q3 2023, closing a stake of 40,352 shares — an estimated $938K sold.

Onex Canada Asset Management first reported a position in IBDX in Q4 2022 and held it in 3 quarters. The position peaked at $964K in Q1 2023. 56 funds tracked by Wall St. Rank hold IBDX as of Q3 2023.

Onex Canada Asset Management reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q3 2023 after selling out during the quarter.
Onex Canada Asset Management sold 40,352 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2023, an estimated $938K.
Onex Canada Asset Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2022 and held it in 3 quarters.
Onex Canada Asset Management's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $964K in Q1 2023.
56 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2023.

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