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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AE Wealth Management's IBHF Position: Q1 2026 in Review

AE Wealth Management reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 7.1% in Q1 2026, selling an estimated $155K and leaving 88,431 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #639.

AE Wealth Management first reported a position in IBHF in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.28M in Q3 2025. 181 funds tracked by Wall St. Rank hold IBHF as of Q1 2026.

  • AE Wealth Management held 88,431 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $2.03M as of Q1 2026.
  • AE Wealth Management sold 6,709 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2026, an estimated $155K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #639 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 10 quarters since.
  • AE Wealth Management's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $2.28M in Q3 2025.
  • 181 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.