Question 1

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

Accepted Answer

NewEdge Advisors, LLC previously held 0 shares of IBTD (iShares iBonds Dec 2023 Term Tr) before exiting the position in 2023-Q4.

Question 2

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

Accepted Answer

NewEdge Advisors, LLC's IBTD position was last reported at $0 in 2023-Q4 before the exit.

Question 3

Is NewEdge Advisors, LLC buying or selling IBTD?

Accepted Answer

In 2023-Q4, NewEdge Advisors, LLC exited their IBTD position entirely (-100.0% change in shares).

Question 4

When did NewEdge Advisors, LLC first buy IBTD?

Accepted Answer

Based on available 13F filings, NewEdge Advisors, LLC first reported a position in IBTD in 2022-Q1. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2023-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$24.67	0
2023-Q3	Increased	1.8M	+30.5%	$44.3M	0.5%	$24.50	44
2023-Q2	Decreased	1.4M	-25.2%	$33.9M	0.4%	$24.18	0
2023-Q1	Decreased	1.8M	-6.7%	$45.3M	0.6%	$23.93	0
2022-Q4	Decreased	2M	-2.6%	$315,307	0.0%	$23.67	0
2022-Q3	Increased	2M	+22.6%	$49.8M	0.8%	$23.50	50
2022-Q2	Increased	1.6M	+100x	$40.9M	0.7%	$23.52	66
2022-Q1	New	16,167	-	$406,000	0.0%	$23.65	33

IBTD8 quarters

IBTD
8 quarters