NewEdge Advisors’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-43,185
Closed -$1.08M 751
2018
Q3
$1.08M Buy
43,185
+18,121
+72% +$455K 0.08% 220
2018
Q2
$629 Buy
25,064
+14,222
+131% +$357K 0.06% 273
2018
Q1
$272K Buy
+10,842
New +$272K 0.03% 376

NewEdge Advisors's IBDH Position: Q4 2018 in Review

NewEdge Advisors sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2018, closing a stake of 43,185 shares — an estimated $1.08M sold.

NewEdge Advisors first reported a position in IBDH in Q1 2018 and held it in 3 quarters. The position peaked at $1.08M in Q3 2018. 1 fund tracked by Wall St. Rank holds IBDH as of Q4 2018.

  • NewEdge Advisors reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
  • NewEdge Advisors sold 43,185 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2018, an estimated $1.08M.
  • NewEdge Advisors first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q1 2018 and held it in 3 quarters.
  • NewEdge Advisors's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $1.08M in Q3 2018.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2018.

Based on NewEdge Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.