NewEdge Advisors’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

NewEdge Advisors’s Portfolio IBDD Stock Details IBDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,700	Closed	-$98	–	4317
2022 Q4	$98	Buy	+3,700	New	+$97.9K	﹤0.01%	3378

Other funds holding IBDD

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

AIM

Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

NewEdge Advisors's IBDD Position: Q1 2023 in Review

NewEdge Advisors sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q1 2023, closing a stake of 3,700 shares — an estimated $98 sold.

NewEdge Advisors first reported a position in IBDD in Q4 2022 and held it in 1 quarter. The position peaked at $98 in Q4 2022. 5 funds tracked by Wall St. Rank hold IBDD as of Q1 2023.

NewEdge Advisors reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 3,700 iShares iBonds Mar 2023 Term Corporate ETF shares in Q1 2023, an estimated $98.
NewEdge Advisors first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q4 2022 and held it in 1 quarter.
NewEdge Advisors's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $98 in Q4 2022.
5 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.