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NewEdge Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

NewEdge Advisors’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.64M Buy
248,808
+10,646
+4% +$242K 0.02% 728
2026
Q1 		$5.47M Buy
238,162
+12,853
+6% +$296K 0.02% 651
2025
Q4 		$5.2M Buy
225,309
+5,026
+2% +$117K 0.02% 642
2025
Q3 		$5.15M Buy
220,283
+17,507
+9% +$407K 0.02% 612
2025
Q2 		$4.71M Buy
202,776
+1,332
+0.7% +$30.7K 0.02% 590
2025
Q1 		$4.68M Buy
201,444
+140,644
+231% +$3.27M 0.03% 526
2024
Q4 		$1.41M Buy
60,800
+9,109
+18% +$212K 0.01% 994
2024
Q3 		$1.21M Sell
51,691
-490,886
-90% -$11.3M 0.01% 1015
2024
Q2 		$12.4M Sell
542,577
-54,004
-9% -$1.23M 0.09% 225
2024
Q1 		$13.8M Buy
596,581
+80,671
+16% +$1.85M 0.12% 180
2023
Q4 		$11.8M Buy
515,910
+478,748
+1,288% +$10.8M 0.11% 187
2023
Q3 		$837K Buy
37,162
+10,773
+41% +$244K 0.01% 944
2023
Q2 		$600K Buy
26,389
+2,951
+13% +$66.6K 0.01% 1093
2023
Q1 		$534K Buy
23,438
+4,011
+21% +$90.9K 0.01% 1085
2022
Q4 		$434 Buy
+19,427
New +$434K ﹤0.01% 3191

Other funds holding IBHF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

NewEdge Advisors's IBHF Position: Q2 2026 in Review

NewEdge Advisors increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 4.5% in Q2 2026, buying an estimated $242K and bringing the position to 248,808 shares worth $5.64M. The position accounts for 0.02% of the portfolio, ranked #728.

NewEdge Advisors first reported a position in IBHF in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.8M in Q1 2024. 174 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • NewEdge Advisors held 248,808 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $5.64M as of Q2 2026.
  • NewEdge Advisors bought 10,646 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $242K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #728 holding.
  • NewEdge Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $13.8M in Q1 2024.
  • 174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.