AWM
IBHL

AE Wealth Management’s iShares iBonds 2032 Term High Yield and Income ETF IBHL Stock Holding History

AE Wealth Management’s Portfolio IBHL Stock Details IBHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11K Hold
431
– – ﹤0.01% 2369
2026
Q1 		$10.9K Buy
+431
New +$11K ﹤0.01% 2264

Other funds holding IBHL

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $231M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $257M AUM 27.57% 1-Year Est. Return

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

AE Wealth Management held its iShares iBonds 2032 Term High Yield and Income ETF (IBHL) position steady in Q2 2026 at 431 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2369.

AE Wealth Management first reported a position in IBHL in Q1 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold IBHL as of Q2 2026.

  • AE Wealth Management held 431 shares of iShares iBonds 2032 Term High Yield and Income ETF worth $11K as of Q2 2026.
  • AE Wealth Management left its iShares iBonds 2032 Term High Yield and Income ETF share count unchanged in Q2 2026.
  • iShares iBonds 2032 Term High Yield and Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2369 holding.
  • AE Wealth Management first reported a position in iShares iBonds 2032 Term High Yield and Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held iShares iBonds 2032 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.