NA
IBHG icon

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
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

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return