AE Wealth Management’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.92M	Sell	84,817 -3,614	-4%	-$82.2K	0.01%	674
2026 Q1	$2.03M	Sell	88,431 -6,709	-7%	-$155K	0.01%	639
2025 Q4	$2.2M	Sell	95,140 -2,238	-2%	-$51.9K	0.01%	580
2025 Q3	$2.28M	Buy	97,378 +64,358	+195%	+$1.5M	0.01%	533
2025 Q2	$767K	Buy	33,020 +519	+2%	+$12K	0.01%	791
2025 Q1	$755K	Buy	32,501 +1,480	+5%	+$34.5K	0.01%	791
2024 Q4	$718K	Buy	31,021 +167	+0.5%	+$3.88K	0.01%	791
2024 Q3	$722K	Buy	30,854 +5,439	+21%	+$126K	0.01%	785
2024 Q2	$582K	Sell	25,415 -14,883	-37%	-$340K	0.01%	844
2024 Q1	$929K	Sell	40,298 -36,370	-47%	-$834K	0.01%	669
2023 Q4	$1.76M	Buy	+76,668	New	+$1.73M	0.01%	947

Other funds holding IBHF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

AE Wealth Management's IBHF Position: Q2 2026 in Review

AE Wealth Management reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 4.1% in Q2 2026, selling an estimated $82.2K and leaving 84,817 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #674.

AE Wealth Management first reported a position in IBHF in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.28M in Q3 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

AE Wealth Management held 84,817 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $1.92M as of Q2 2026.
AE Wealth Management sold 3,614 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $82.2K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #674 holding.
AE Wealth Management first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2023 and has held it in 11 quarters since.
AE Wealth Management's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $2.28M in Q3 2025.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.