AWM
IBHG icon

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
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

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TF
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FDCDDQ
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Wells Fargo
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return