NA
IBDY icon

NewEdge Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

NewEdge Advisors’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-614
Closed -$15.6K – 3892
2024
Q1 		$15.6K Buy
+614
New +$15.6K ﹤0.01% 2711

Other funds holding IBDY

FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

NewEdge Advisors's IBDY Position: Q2 2024 in Review

NewEdge Advisors sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q2 2024, closing a stake of 614 shares — an estimated $15.6K sold.

NewEdge Advisors first reported a position in IBDY in Q1 2024 and held it in 1 quarter. The position peaked at $15.6K in Q1 2024. 80 funds tracked by Wall St. Rank hold IBDY as of Q2 2024.

  • NewEdge Advisors reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
  • NewEdge Advisors sold 614 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2024, an estimated $15.6K.
  • NewEdge Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and held it in 1 quarter.
  • NewEdge Advisors's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $15.6K in Q1 2024.
  • 80 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.