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IBDSIBDS
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Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in ISHARES TR

NewEdge Advisors, LLC holds 827,982 shares of IBDS (ISHARES TR), worth $20.1M as of 2026-Q2. The position was increased (+9.4% shares). IBDS represents 0.1% of NewEdge Advisors, LLC's portfolio.

Current Value

$20.1M

Current Shares

827,982

Total Value Change

+$16M

Total Shares Change

+661,527

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
827,982
+9.4%
$20.1M0.1%$24.14
31
2026-Q1
Increased
757,080
+4.6%
$18.4M0.1%$23.90
30
2025-Q4
Increased
723,911
+14.1%
$17.6M0.1%$23.77
32
2025-Q3
Increased
634,339
+3.4%
$15.4M0.1%$23.49
29
2025-Q2
Decreased
613,506
-4.7%
$14.9M0.1%$23.17
0
2025-Q1
Increased
643,959
+0.6%
$15.6M0.1%$22.83
28
2024-Q4
Increased
640,145
+284.6%
$15.3M0.1%$22.45
45
2024-Q3
Increased
166,455
+4.3%
$4.1M0.0%$22.51
28

Other major holders of IBDS: BANK OF AMERICA CORP /DE/

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