NewEdge Advisors’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

NewEdge Advisors’s Portfolio IBHD Stock Details IBHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-68,034	Closed	-$1.58M	–	4060
2024 Q3	$1.58M	Sell	68,034 -3,839	-5%	-$89.1K	0.01%	897
2024 Q2	$1.67M	Sell	71,873 -10,393	-13%	-$241K	0.01%	837
2024 Q1	$1.92M	Sell	82,266 -4,924	-6%	-$115K	0.02%	712
2023 Q4	$2.03M	Sell	87,190 -6,214	-7%	-$144K	0.02%	656
2023 Q3	$2.17M	Buy	93,404 +65,668	+237%	+$1.52M	0.02%	573
2023 Q2	$640K	Sell	27,736 -9,113	-25%	-$209K	0.01%	1068
2023 Q1	$852K	Buy	36,849 +4,595	+14%	+$106K	0.01%	855
2022 Q4	$77.9K	Buy	32,254 +19,293	+149%	+$437K	﹤0.01%	1540
2022 Q3	$289K	Buy	+12,961	New	+$294K	﹤0.01%	1225

Other funds holding IBHD

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

NewEdge Advisors's IBHD Position: Q4 2024 in Review

NewEdge Advisors sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 68,034 shares — an estimated $1.58M sold.

NewEdge Advisors first reported a position in IBHD in Q3 2022 and held it in 9 quarters. The position peaked at $2.17M in Q3 2023. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

NewEdge Advisors reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
NewEdge Advisors sold 68,034 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $1.58M.
NewEdge Advisors first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q3 2022 and held it in 9 quarters.
NewEdge Advisors's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $2.17M in Q3 2023.
1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on NewEdge Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.