NewEdge Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

NewEdge Advisors’s Portfolio IBHG Stock Details IBHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.1M	Buy	185,840 +18,920	+11%	+$418K	0.01%	852
2026 Q1	$3.69M	Buy	166,920 +14,013	+9%	+$311K	0.01%	810
2025 Q4	$3.41M	Buy	152,907 +12,405	+9%	+$277K	0.01%	816
2025 Q3	$3.16M	Buy	140,502 +8,331	+6%	+$187K	0.01%	797
2025 Q2	$2.98M	Sell	132,171 -34,717	-21%	-$772K	0.02%	761
2025 Q1	$3.73M	Buy	166,888 +109,689	+192%	+$2.46M	0.02%	609
2024 Q4	$1.27M	Buy	57,199 +1,547	+3%	+$34.6K	0.01%	1044
2024 Q3	$1.26M	Sell	55,652 -3,698	-6%	-$82.4K	0.01%	997
2024 Q2	$1.31M	Sell	59,350 -22,536	-28%	-$496K	0.01%	938
2024 Q1	$1.82M	Sell	81,886 -648	-0.8%	-$14.4K	0.02%	735
2023 Q4	$1.84M	Sell	82,534 -55	-0.1%	-$1.19K	0.02%	699
2023 Q3	$1.78M	Buy	82,589 +59,126	+252%	+$1.28M	0.02%	640
2023 Q2	$512K	Buy	23,463 +6,447	+38%	+$140K	0.01%	1175
2023 Q1	$374K	Sell	17,016 -383	-2%	-$8.36K	﹤0.01%	1254
2022 Q4	$372	Buy	+17,399	New	+$372K	﹤0.01%	3220

Other funds holding IBHG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NewEdge Advisors's IBHG Position: Q2 2026 in Review

NewEdge Advisors increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 11% in Q2 2026, buying an estimated $418K and bringing the position to 185,840 shares worth $4.1M. The position accounts for 0.01% of the portfolio, ranked #852.

NewEdge Advisors first reported a position in IBHG in Q4 2022 and has held it in 15 quarters since. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

NewEdge Advisors held 185,840 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $4.1M as of Q2 2026.
NewEdge Advisors bought 18,920 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $418K.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #852 holding.
NewEdge Advisors first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2022 and has held it in 15 quarters since.
133 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

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