NA
IBDN

NewEdge Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

NewEdge Advisors’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-433,590
Closed -$10.9M – 4283
2022
Q3 		$10.9M Buy
433,590
+95,590
+28% +$2.39M 0.18% 134
2022
Q2 		$8.45M Buy
+338,000
New +$8.46M 0.14% 159
2020
Q2 		– Sell
-18,356
Closed -$455K – 959
2020
Q1 		$455K Sell
18,356
-134,002
-88% -$3.36M 0.02% 481
2019
Q4 		$3.85M Buy
152,358
+9,566
+7% +$242K 0.15% 155
2019
Q3 		$3.62M Buy
142,792
+8,489
+6% +$214K 0.16% 142
2019
Q2 		$3.39M Buy
134,303
+9,016
+7% +$225K 0.21% 125
2019
Q1 		$3.12M Sell
125,287
-108,648
-46% -$2.67M 0.2% 123
2018
Q4 		$5.65K Buy
233,935
+9,894
+4% +$239K 0.36% 71
2018
Q3 		$5.45M Buy
224,041
+36,104
+19% +$879K 0.42% 62
2018
Q2 		$4.56K Buy
187,937
+26,698
+17% +$650K 0.42% 67
2018
Q1 		$3.94M Buy
+161,239
New +$3.97M 0.45% 61

Other funds holding IBDN

OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

NewEdge Advisors's IBDN Position: Q4 2022 in Review

NewEdge Advisors sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 433,590 shares — an estimated $10.9M sold.

NewEdge Advisors first reported a position in IBDN in Q1 2018 and held it in 11 quarters. The position peaked at $10.9M in Q3 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • NewEdge Advisors reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • NewEdge Advisors sold 433,590 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $10.9M.
  • NewEdge Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2018 and held it in 11 quarters.
  • NewEdge Advisors's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $10.9M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on NewEdge Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.