Question 1

How many shares of IBMH does NewEdge Advisors, LLC own?

Accepted Answer

NewEdge Advisors, LLC previously held 0 shares of IBMH (iShares iBonds Sep 2019 Term Mu) before exiting the position in 2019-Q3.

Question 2

What is NewEdge Advisors, LLC's IBMH position worth?

Accepted Answer

NewEdge Advisors, LLC's IBMH position was last reported at $0 in 2019-Q3 before the exit.

Question 3

Is NewEdge Advisors, LLC buying or selling IBMH?

Accepted Answer

In 2019-Q3, NewEdge Advisors, LLC exited their IBMH position entirely (-100.0% change in shares).

Question 4

When did NewEdge Advisors, LLC first buy IBMH?

Accepted Answer

Based on available 13F filings, NewEdge Advisors, LLC first reported a position in IBMH in 2018-Q4. They have held the position across 4 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2019-Q3 Latest	Exited	0	-100.0%	$0	0.0%	$25.43	0
2019-Q2	Increased	176,164	+22.5%	$4.5M	0.3%	$25.39	39
2019-Q1	Increased	143,801	+126.6%	$3.7M	0.2%	$25.32	51
2018-Q4	New	63,462	-	$1.6M	0.1%	$25.21	42

IBMH4 quarters

IBMH
4 quarters