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IBTD

NewEdge Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

NewEdge Advisors’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,784,563
Closed -$44.3M – 3911
2023
Q3 		$44.3M Buy
1,784,563
+416,879
+30% +$10.3M 0.49% 41
2023
Q2 		$33.9M Sell
1,367,684
-460,088
-25% -$11.4M 0.38% 67
2023
Q1 		$45.3M Sell
1,827,772
-130,349
-7% -$3.22M 0.57% 29
2022
Q4 		$315K Sell
1,958,121
-52,348
-3% -$1.29M 0.01% 981
2022
Q3 		$49.8M Buy
2,010,469
+369,904
+23% +$9.2M 0.82% 12
2022
Q2 		$40.9M Buy
1,640,565
+1,624,398
+10,048% +$40.6M 0.68% 17
2022
Q1 		$406K Buy
+16,167
New +$409K 0.01% 895

Other funds holding IBTD

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

NewEdge Advisors's IBTD Position: Q4 2023 in Review

NewEdge Advisors sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 1,784,563 shares — an estimated $44.3M sold.

NewEdge Advisors first reported a position in IBTD in Q1 2022 and held it in 7 quarters. The position peaked at $49.8M in Q3 2022. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • NewEdge Advisors reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • NewEdge Advisors sold 1,784,563 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $44.3M.
  • NewEdge Advisors first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2022 and held it in 7 quarters.
  • NewEdge Advisors's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $49.8M in Q3 2022.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

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