AE Wealth Management’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$880K	Sell	39,860 -1,218	-3%	-$26.9K	﹤0.01%	965
2026 Q1	$909K	Sell	41,078 -2,965	-7%	-$65.9K	﹤0.01%	860
2025 Q4	$983K	Buy	44,043 +1,693	+4%	+$37.9K	0.01%	807
2025 Q3	$952K	Buy	42,350 +4,422	+12%	+$99.3K	0.01%	761
2025 Q2	$855K	Buy	37,928 +1,995	+6%	+$44.4K	0.01%	768
2025 Q1	$802K	Buy	35,933 +5,683	+19%	+$127K	0.01%	772
2024 Q4	$673K	Buy	30,250 +7,665	+34%	+$172K	0.01%	814
2024 Q3	$510K	Buy	22,585 +12,955	+135%	+$289K	﹤0.01%	884
2024 Q2	$212K	Buy	+9,630	New	+$212K	﹤0.01%	1147

Other funds holding IBHG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LIA

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

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

AE Wealth Management reduced its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 3% in Q2 2026, selling an estimated $26.9K and leaving 39,860 shares worth $880K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

AE Wealth Management first reported a position in IBHG in Q2 2024 and has held it in 9 quarters since. The position peaked at $983K in Q4 2025. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

AE Wealth Management held 39,860 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $880K as of Q2 2026.
AE Wealth Management sold 1,218 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $26.9K.
iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #965 holding.
AE Wealth Management first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q2 2024 and has held it in 9 quarters since.
AE Wealth Management's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $983K in Q4 2025.
133 funds tracked by Wall St. Rank held iShares iBonds 2027 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.