NewEdge Advisors’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

NewEdge Advisors’s Portfolio IBHH Stock Details IBHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.7M	Buy	795,441 +36,338	+5%	+$854K	0.06%	320
2026 Q1	$17.8M	Sell	759,103 -37,277	-5%	-$881K	0.06%	294
2025 Q4	$18.9M	Buy	796,380 +33,885	+4%	+$802K	0.07%	261
2025 Q3	$18.2M	Buy	762,495 +241,224	+46%	+$5.72M	0.08%	239
2025 Q2	$12.4M	Buy	521,271 +13,497	+3%	+$314K	0.06%	313
2025 Q1	$11.9M	Sell	507,774 -49,862	-9%	-$1.17M	0.07%	284
2024 Q4	$13M	Buy	557,636 +9,484	+2%	+$223K	0.08%	254
2024 Q3	$13M	Buy	548,152 +30,661	+6%	+$719K	0.08%	238
2024 Q2	$12M	Sell	517,491 -35,695	-6%	-$823K	0.09%	233
2024 Q1	$12.9M	Buy	553,186 +90,504	+20%	+$2.1M	0.11%	191
2023 Q4	$10.8M	Buy	+462,682	New	+$10.4M	0.1%	200
2023 Q3	–	Sell	-51,244	Closed	-$1.16M	–	3554
2023 Q2	$1.16M	Sell	51,244 -1,014	-2%	-$22.8K	0.01%	798
2023 Q1	$1.19M	Sell	52,258 -3,128	-6%	-$70.5K	0.01%	724
2022 Q4	$1.23K	Buy	+55,386	New	+$1.23M	﹤0.01%	2975

Other funds holding IBHH

LIA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NewEdge Advisors's IBHH Position: Q2 2026 in Review

NewEdge Advisors increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 4.8% in Q2 2026, buying an estimated $854K and bringing the position to 795,441 shares worth $18.7M. The position accounts for 0.06% of the portfolio, ranked #320.

NewEdge Advisors first reported a position in IBHH in Q4 2022 and has held it in 14 quarters since. The position peaked at $18.9M in Q4 2025. 104 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

NewEdge Advisors held 795,441 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $18.7M as of Q2 2026.
NewEdge Advisors bought 36,338 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $854K.
iShares iBonds 2028 Term High Yield and Income ETF made up 0.06% of NewEdge Advisors's portfolio in Q2 2026, its #320 holding.
NewEdge Advisors first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $18.9M in Q4 2025.
104 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

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