NewEdge Advisors’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

NewEdge Advisors’s Portfolio IBHC Stock Details IBHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-32,298	Closed	-$764K	–	3907
2023 Q3	$764K	Buy	32,298 +21,256	+193%	+$502K	0.01%	978
2023 Q2	$261K	Sell	11,042 -168	-1%	-$3.96K	﹤0.01%	1515
2023 Q1	$265K	Sell	11,210 -25,245	-69%	-$594K	﹤0.01%	1423
2022 Q4	$856	Sell	36,455 -59,191	-62%	-$1.39M	﹤0.01%	3075
2022 Q3	$2.23M	Buy	95,646 +21,904	+30%	+$514K	0.04%	397
2022 Q2	$1.73M	Buy	+73,742	New	+$1.74M	0.03%	478

Other funds holding IBHC

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NewEdge Advisors's IBHC Position: Q4 2023 in Review

NewEdge Advisors sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 32,298 shares — an estimated $764K sold.

NewEdge Advisors first reported a position in IBHC in Q2 2022 and held it in 6 quarters. The position peaked at $2.23M in Q3 2022. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

NewEdge Advisors reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
NewEdge Advisors sold 32,298 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $764K.
NewEdge Advisors first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q2 2022 and held it in 6 quarters.
NewEdge Advisors's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $2.23M in Q3 2022.
1 fund tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2023.

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