AE Wealth Management’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$19K Buy
737
+309
+72% +$7.94K ﹤0.01% 2265
2026
Q1
$10.9K Buy
+428
New +$11K ﹤0.01% 2263

Other funds holding IBHK

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

AE Wealth Management increased its iShares iBonds 2031 Term High Yield and Income ETF (IBHK) stake by 72% in Q2 2026, buying an estimated $7.94K and bringing the position to 737 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #2265.

AE Wealth Management first reported a position in IBHK in Q1 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold IBHK as of Q2 2026.

  • AE Wealth Management held 737 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $19K as of Q2 2026.
  • AE Wealth Management bought 309 iShares iBonds 2031 Term High Yield and Income ETF shares in Q2 2026, an estimated $7.94K.
  • iShares iBonds 2031 Term High Yield and Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2265 holding.
  • AE Wealth Management first reported a position in iShares iBonds 2031 Term High Yield and Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held iShares iBonds 2031 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.