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IBHH icon

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
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 $1.64B AUM 15.26% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $573M AUM 13.51% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return