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

AE Wealth Management’s Portfolio IBHK Stock Details IBHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.9K	Buy	+428	New	+$11K	﹤0.01%	2263

Other funds holding IBHK

LIA

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

SPWM

Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

KTM

Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

FWTB

First Western Trust Bank Denver, Colorado $1.98B AUM 1.62% 1-Year Est. Return

AE Wealth Management's IBHK Position: Q1 2026 in Review

AE Wealth Management opened a new position in iShares iBonds 2031 Term High Yield and Income ETF (IBHK) in Q1 2026: 428 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #2263 among its holdings.

33 funds tracked by Wall St. Rank hold IBHK as of Q1 2026.

AE Wealth Management held 428 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $10.9K as of Q1 2026.
iShares iBonds 2031 Term High Yield and Income ETF was a new AE Wealth Management position in Q1 2026.
iShares iBonds 2031 Term High Yield and Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2263 holding.
33 funds tracked by Wall St. Rank held iShares iBonds 2031 Term High Yield and Income ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.