AWM
IBHE

AE Wealth Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

AE Wealth Management’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-15,213
Closed -$353K – 2505
2025
Q3 		$353K Sell
15,213
-71,624
-82% -$1.66M ﹤0.01% 1113
2025
Q2 		$2.02M Buy
86,837
+9,623
+12% +$223K 0.01% 536
2025
Q1 		$1.79M Sell
77,214
-3,790
-5% -$88K 0.02% 552
2024
Q4 		$1.88M Buy
81,004
+60,998
+305% +$1.42M 0.02% 540
2024
Q3 		$466K Buy
20,006
+348
+2% +$8.07K ﹤0.01% 905
2024
Q2 		$458K Sell
19,658
-100,280
-84% -$2.33M ﹤0.01% 909
2024
Q1 		$2.8M Sell
119,938
-738,730
-86% -$17.2M 0.03% 413
2023
Q4 		$20M Buy
858,668
+210,018
+32% +$4.81M 0.1% 225
2023
Q3 		$14.9M Buy
+648,650
New +$14.9M 0.09% 267

Other funds holding IBHE

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

AE Wealth Management's IBHE Position: Q4 2025 in Review

AE Wealth Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 15,213 shares — an estimated $353K sold.

AE Wealth Management first reported a position in IBHE in Q3 2023 and held it in 9 quarters. The position peaked at $20M in Q4 2023. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • AE Wealth Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 15,213 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $353K.
  • AE Wealth Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2023 and held it in 9 quarters.
  • AE Wealth Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $20M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.