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NewEdge Advisors’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

NewEdge Advisors’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.2M Buy
907,747
+52,477
+6% +$1.23M 0.06% 285
2026
Q1 		$19.9M Sell
855,270
-28,505
-3% -$670K 0.07% 258
2025
Q4 		$20.9M Buy
883,775
+135,322
+18% +$3.2M 0.08% 240
2025
Q3 		$17.9M Buy
748,453
+744,858
+20,719% +$17.6M 0.08% 244
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% +$22.3K ﹤0.01% 2332
2024
Q3 		$63.4K Buy
2,652
+2,637
+17,580% +$62K ﹤0.01% 2356
2024
Q2 		$353 Hold
15
– – ﹤0.01% 3611
2024
Q1 		$351 Buy
+15
New +$347 ﹤0.01% 3619
2023
Q3 		– Sell
-16,314
Closed -$364K – 3555
2023
Q2 		$364K Sell
16,314
-367
-2% -$8.13K ﹤0.01% 1367
2023
Q1 		$375K Sell
16,681
-370
-2% -$8.22K ﹤0.01% 1251
2022
Q4 		$370 Buy
+17,051
New +$371K ﹤0.01% 3221

Other funds holding IBHI

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

NewEdge Advisors's IBHI Position: Q2 2026 in Review

NewEdge Advisors increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 6.1% in Q2 2026, buying an estimated $1.23M and bringing the position to 907,747 shares worth $21.2M. The position accounts for 0.06% of the portfolio, ranked #285.

NewEdge Advisors first reported a position in IBHI in Q4 2022 and has held it in 13 quarters since. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • NewEdge Advisors held 907,747 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $21.2M as of Q2 2026.
  • NewEdge Advisors bought 52,477 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $1.23M.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.06% of NewEdge Advisors's portfolio in Q2 2026, its #285 holding.
  • NewEdge Advisors first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q4 2022 and has held it in 13 quarters since.
  • 93 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

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