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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$855K	Buy	37,928 +1,995	+6%	+$45K	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%	+$170K	0.01%	814
2024 Q3	$510K	Buy	22,585 +12,955	+135%	+$293K	﹤0.01%	884
2024 Q2	$212K	Buy	+9,630	New	+$212K	﹤0.01%	1146