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IBDP

NewEdge Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

NewEdge Advisors’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-668,032
Closed -$16.8M – 4061
2024
Q3 		$16.8M Sell
668,032
-23,270
-3% -$585K 0.11% 195
2024
Q2 		$17.4M Sell
691,302
-2,474
-0.4% -$62K 0.13% 169
2024
Q1 		$17.4M Sell
693,776
-1,318,201
-66% -$32.9M 0.15% 146
2023
Q4 		$50.2M Sell
2,011,977
-764,001
-28% -$18.9M 0.48% 40
2023
Q3 		$68.6M Buy
2,775,978
+494,027
+22% +$12.2M 0.75% 15
2023
Q2 		$56.2M Sell
2,281,951
-105,425
-4% -$2.59M 0.63% 19
2023
Q1 		$58.7M Buy
2,387,376
+32,648
+1% +$801K 0.73% 13
2022
Q4 		$37.1M Buy
2,354,728
+1,541,391
+190% +$37.6M 1% 12
2022
Q3 		$19.8M Buy
813,337
+288,446
+55% +$7.12M 0.33% 77
2022
Q2 		$13M Buy
+524,891
New +$13.1M 0.22% 117
2020
Q2 		– Sell
-10,247
Closed -$253K – 950
2020
Q1 		$253K Sell
10,247
-127,069
-93% -$3.23M 0.01% 645
2019
Q4 		$3.53M Buy
+137,316
New +$3.52M 0.14% 164
2018
Q3 		– Sell
-8,473
Closed -$203 – 690
2018
Q2 		$203 Sell
8,473
-164
-2% -$3.95K 0.02% 518
2018
Q1 		$210K Buy
+8,637
New +$212K 0.02% 461

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

NewEdge Advisors's IBDP Position: Q4 2024 in Review

NewEdge Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 668,032 shares — an estimated $16.8M sold.

NewEdge Advisors first reported a position in IBDP in Q1 2018 and held it in 14 quarters. The position peaked at $68.6M in Q3 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • NewEdge Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • NewEdge Advisors sold 668,032 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $16.8M.
  • NewEdge Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2018 and held it in 14 quarters.
  • NewEdge Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $68.6M in Q3 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on NewEdge Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.