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 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

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $573M AUM 13.51% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return