New Edge Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

New Edge Advisors, LLC

$16 Billion
Q4 2024

A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, New Edge Advisors, LLC holds 711,852 shares of IBDU stock, worth $16.3 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

711,852

Previous 912,066 21.95%

Holding current value

$16.3 Million

Previous $21.4 Million 24.31%

% of portfolio

0.1%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$22.71 - $23.47 $4.55 Million - $4.7 Million	-200,214 Reduced 21.95%	711,852 $16.2 Million
Q3 2024 Nov 14, 2024	BUY	$22.51 - $23.57 $11.7 Million - $12.2 Million	517,998 Added 131.45%	912,066 $21.4 Million
Q2 2024 Aug 15, 2024	BUY	$22.29 - $22.77 $7.94 Million - $8.11 Million	356,321 Added 943.97%	394,068 $8.93 Million
Q1 2024 May 14, 2024	SELL	$22.61 - $23.1 $7.88 Million - $8.05 Million	-348,507 Reduced 90.23%	37,747 $861,000
Q4 2023 Feb 13, 2024	BUY	$21.44 - $23.11 $7.47 Million - $8.05 Million	348,486 Added 922.7%	386,254 $8.91 Million
Q3 2023 Nov 14, 2023	SELL	$21.83 - $22.62 $439,874 - $455,793	-20,150 Reduced 34.79%	37,768 $827,000
Q2 2023 Aug 14, 2023	BUY	$22.32 - $23.04 $8,704 - $8,985	390 Added 0.68%	57,918 $1.3 Million
Q1 2023 May 12, 2023	SELL	$21.99 - $23.12 $58,933 - $61,961	-2,680 Reduced 4.45%	57,528 $1.32 Million
Q4 2022 Feb 14, 2023	BUY	$21.21 - $22.74 $1.28 Million - $1.37 Million	60,208 New	60,208 $1.33 Million

Others Institutions Holding IBDU

# of Institutions

267

Shares Held

80.4M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2029 TER

Ticker IBDU
Sector ETFs
Industry ETFs

More about IBDU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Account

New Edge Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History