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AE Wealth Management’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

AE Wealth Management’s Portfolio IBHH Stock Details IBHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$172K Sell
7,304
-385
-5% -$9.05K ﹤0.01% 1762
2026
Q1 		$180K Sell
7,689
-1,711
-18% -$40.4K ﹤0.01% 1627
2025
Q4 		$223K Buy
9,400
+2,091
+29% +$49.5K ﹤0.01% 1471
2025
Q3 		$174K Buy
7,309
+6,509
+814% +$154K ﹤0.01% 1435
2025
Q2 		$19K Buy
800
+350
+78% +$8.15K ﹤0.01% 1774
2025
Q1 		$10.5K Hold
450
– – ﹤0.01% 1850
2024
Q4 		$10.5K Buy
+450
New +$10.6K ﹤0.01% 1837

Other funds holding IBHH

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

AE Wealth Management reduced its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 5% in Q2 2026, selling an estimated $9.05K and leaving 7,304 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

AE Wealth Management first reported a position in IBHH in Q4 2024 and has held it in 7 quarters since. The position peaked at $223K in Q4 2025. 106 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • AE Wealth Management held 7,304 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $172K as of Q2 2026.
  • AE Wealth Management sold 385 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $9.05K.
  • iShares iBonds 2028 Term High Yield and Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1762 holding.
  • AE Wealth Management first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
  • AE Wealth Management's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $223K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held iShares iBonds 2028 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.