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IBDL

NewEdge Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

NewEdge Advisors’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-25,799
Closed -$651K – 1098
2020
Q3 		$651K Sell
25,799
-1,235
-5% -$31.2K 0.02% 489
2020
Q2 		$685K Sell
27,034
-12,817
-32% -$324K 0.03% 465
2020
Q1 		$1M Sell
39,851
-176,108
-82% -$4.44M 0.05% 307
2019
Q4 		$5.46M Buy
215,959
+16,548
+8% +$419K 0.22% 109
2019
Q3 		$5.06M Buy
199,411
+13,079
+7% +$331K 0.22% 107
2019
Q2 		$4.72M Buy
186,332
+12,375
+7% +$312K 0.29% 90
2019
Q1 		$4.39M Sell
173,957
-137,597
-44% -$3.46M 0.28% 92
2018
Q4 		$7.78K Buy
311,554
+24,633
+9% +$615K 0.5% 51
2018
Q3 		$7.18M Buy
286,921
+88,723
+45% +$2.22M 0.55% 48
2018
Q2 		$4.95K Buy
198,198
+35,263
+22% +$882K 0.45% 58
2018
Q1 		$4.08M Buy
+162,935
New +$4.1M 0.47% 57
2017
Q3 		– Sell
-623
Closed -$15.9K – 1254
2017
Q2 		$15.9K Buy
+623
New +$15.9K ﹤0.01% 808

Other funds holding IBDL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

NewEdge Advisors's IBDL Position: Q4 2020 in Review

NewEdge Advisors sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 25,799 shares — an estimated $651K sold.

NewEdge Advisors first reported a position in IBDL in Q2 2017 and held it in 12 quarters. The position peaked at $7.18M in Q3 2018. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • NewEdge Advisors reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • NewEdge Advisors sold 25,799 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $651K.
  • NewEdge Advisors first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q2 2017 and held it in 12 quarters.
  • NewEdge Advisors's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $7.18M in Q3 2018.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on NewEdge Advisors's 13F filing for Q4 2020, filed 27 Jan 2021.