AE Wealth Management’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Buy |
33,020
+519
| +2% | +$12.1K | 0.01% | 791 |
|
|
2025
Q1 | $755K | Buy |
32,501
+1,480
| +5% | +$34.4K | 0.01% | 791 |
|
|
2024
Q4 | $718K | Buy |
31,021
+167
| +0.5% | +$3.87K | 0.01% | 791 |
|
|
2024
Q3 | $722K | Buy |
30,854
+5,439
| +21% | +$127K | 0.01% | 785 |
|
|
2024
Q2 | $582K | Sell |
25,415
-14,883
| -37% | -$341K | 0.01% | 843 |
|
|
2024
Q1 | $929K | Sell |
40,298
-36,370
| -47% | -$839K | 0.01% | 669 |
|
|
2023
Q4 | $1.76M | Buy |
+76,668
| New | +$1.76M | 0.01% | 946 |
|