NewEdge Advisors’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.2K | Hold |
3,595
| – | – | ﹤0.01% | 2476 |
|
|
2025
Q1 | $83.5K | Hold |
3,595
| – | – | ﹤0.01% | 2355 |
|
|
2024
Q4 | $84.3K | Buy |
3,595
+943
| +36% | +$22.1K | ﹤0.01% | 2332 |
|
|
2024
Q3 | $63.4K | Buy |
2,652
+2,637
| +17,580% | +$63.1K | ﹤0.01% | 2356 |
|
|
2024
Q2 | $353 | Hold |
15
| – | – | ﹤0.01% | 3611 |
|
|
2024
Q1 | $351 | Buy |
+15
| New | +$351 | ﹤0.01% | 3619 |
|
|
2023
Q3 | – | Sell |
-16,314
| Closed | -$364K | – | 3559 |
|
|
2023
Q2 | $364K | Sell |
16,314
-367
| -2% | -$8.18K | ﹤0.01% | 1367 |
|
|
2023
Q1 | $375K | Sell |
16,681
-370
| -2% | -$8.31K | ﹤0.01% | 1251 |
|
|
2022
Q4 | $370 | Buy |
+17,051
| New | +$370 | ﹤0.01% | 3221 |
|