AWM
IBHD

AE Wealth Management’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

AE Wealth Management’s Portfolio IBHD Stock Details IBHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-67,960
Closed -$1.58M – 2176
2024
Q3 		$1.58M Sell
67,960
-36,807
-35% -$854K 0.01% 601
2024
Q2 		$2.43M Sell
104,767
-521,680
-83% -$12.1M 0.02% 476
2024
Q1 		$14.6M Sell
626,447
-2,115,823
-77% -$49.2M 0.17% 171
2023
Q4 		$64.1M Buy
2,742,270
+1,164,142
+74% +$26.9M 0.33% 58
2023
Q3 		$36.6M Buy
1,578,128
+1,395,418
+764% +$32.2M 0.22% 92
2023
Q2 		$4.22M Buy
182,710
+17,014
+10% +$391K 0.03% 593
2023
Q1 		$3.83M Buy
+165,696
New +$3.81M 0.02% 573

Other funds holding IBHD

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

AE Wealth Management's IBHD Position: Q4 2024 in Review

AE Wealth Management sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 67,960 shares — an estimated $1.58M sold.

AE Wealth Management first reported a position in IBHD in Q1 2023 and held it in 7 quarters. The position peaked at $64.1M in Q4 2023. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • AE Wealth Management reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • AE Wealth Management sold 67,960 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $1.58M.
  • AE Wealth Management first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q1 2023 and held it in 7 quarters.
  • AE Wealth Management's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $64.1M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on AE Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.