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IBDO

NewEdge Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

NewEdge Advisors’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,027,863
Closed -$51.4M – 3909
2023
Q3 		$51.4M Buy
2,027,863
+251,830
+14% +$6.37M 0.57% 28
2023
Q2 		$44.9M Sell
1,776,033
-535,799
-23% -$13.5M 0.51% 36
2023
Q1 		$58.2M Sell
2,311,832
-179,462
-7% -$4.51M 0.73% 14
2022
Q4 		$41.8M Buy
2,491,294
+984,524
+65% +$24.6M 1.13% 10
2022
Q3 		$37.6M Buy
1,506,770
+895,967
+147% +$22.5M 0.62% 26
2022
Q2 		$15.3M Buy
+610,803
New +$15.4M 0.25% 97
2020
Q2 		– Sell
-13,270
Closed -$332K – 952
2020
Q1 		$332K Sell
13,270
-129,161
-91% -$3.28M 0.02% 572
2019
Q4 		$3.64M Buy
142,431
+9,748
+7% +$249K 0.14% 160
2019
Q3 		$3.4M Buy
132,683
+8,303
+7% +$212K 0.15% 145
2019
Q2 		$3.16M Buy
124,380
+9,626
+8% +$241K 0.19% 129
2019
Q1 		$2.87M Sell
114,754
-108,707
-49% -$2.67M 0.19% 132
2018
Q4 		$5.41K Buy
223,461
+8,208
+4% +$198K 0.35% 76
2018
Q3 		$5.23M Buy
215,253
+34,646
+19% +$842K 0.4% 69
2018
Q2 		$4.37K Buy
180,607
+14,408
+9% +$350K 0.4% 71
2018
Q1 		$4.06M Buy
+166,199
New +$4.1M 0.46% 58

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

NewEdge Advisors's IBDO Position: Q4 2023 in Review

NewEdge Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 2,027,863 shares — an estimated $51.4M sold.

NewEdge Advisors first reported a position in IBDO in Q1 2018 and held it in 15 quarters. The position peaked at $58.2M in Q1 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • NewEdge Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • NewEdge Advisors sold 2,027,863 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $51.4M.
  • NewEdge Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2018 and held it in 15 quarters.
  • NewEdge Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $58.2M in Q1 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on NewEdge Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.