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IBTB

NewEdge Advisors’s iShares iBonds Dec 2022 Term Treasury ETF IBTB Stock Holding History

NewEdge Advisors’s Portfolio IBTB Stock Details IBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-810,578
Closed -$20.6M – 4273
2022
Q3 		$20.6M Buy
810,578
+167,658
+26% +$4.25M 0.34% 73
2022
Q2 		$16.3M Buy
+642,920
New +$16.3M 0.27% 93

Other funds holding IBTB

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NewEdge Advisors's IBTB Position: Q4 2022 in Review

NewEdge Advisors sold out of iShares iBonds Dec 2022 Term Treasury ETF (IBTB) in Q4 2022, closing a stake of 810,578 shares — an estimated $20.6M sold.

NewEdge Advisors first reported a position in IBTB in Q2 2022 and held it in 2 quarters. The position peaked at $20.6M in Q3 2022. 1 fund tracked by Wall St. Rank holds IBTB as of Q4 2022.

  • NewEdge Advisors reported no remaining iShares iBonds Dec 2022 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • NewEdge Advisors sold 810,578 iShares iBonds Dec 2022 Term Treasury ETF shares in Q4 2022, an estimated $20.6M.
  • NewEdge Advisors first reported a position in iShares iBonds Dec 2022 Term Treasury ETF in Q2 2022 and held it in 2 quarters.
  • NewEdge Advisors's iShares iBonds Dec 2022 Term Treasury ETF position peaked at $20.6M in Q3 2022.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Treasury ETF as of Q4 2022.

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