AE Wealth Management’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

AE Wealth Management’s Portfolio IBHC Stock Details IBHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-21,190	Closed	-$501K	–	2217
2023 Q3	$501K	Sell	21,190 -88,061	-81%	-$2.08M	﹤0.01%	1383
2023 Q2	$2.58M	Buy	109,251 +41,097	+60%	+$969K	0.02%	759
2023 Q1	$1.61M	Buy	+68,154	New	+$1.6M	0.01%	871
2022 Q1	–	Sell	-15,580	Closed	-$380K	–	1839
2021 Q4	$380K	Sell	15,580 -47,641	-75%	-$1.17M	﹤0.01%	1361
2021 Q3	$1.56M	Buy	+63,221	New	+$1.56M	0.01%	727

Other funds holding IBHC

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AE Wealth Management's IBHC Position: Q4 2023 in Review

AE Wealth Management sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 21,190 shares — an estimated $501K sold.

AE Wealth Management first reported a position in IBHC in Q3 2021 and held it in 5 quarters. The position peaked at $2.58M in Q2 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

AE Wealth Management reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
AE Wealth Management sold 21,190 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $501K.
AE Wealth Management first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q3 2021 and held it in 5 quarters.
AE Wealth Management's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $2.58M in Q2 2023.
1 fund tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.