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 Q1	$10.9K	Buy	+431	New	+$11K	﹤0.01%	2264

Other funds holding IBHL

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

MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

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

FWTB

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

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

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

CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

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

AE Wealth Management opened a new position in iShares iBonds 2032 Term High Yield and Income ETF (IBHL) in Q1 2026: 431 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #2264 among its holdings.

11 funds tracked by Wall St. Rank hold IBHL as of Q1 2026.

AE Wealth Management held 431 shares of iShares iBonds 2032 Term High Yield and Income ETF worth $10.9K as of Q1 2026.
iShares iBonds 2032 Term High Yield and Income ETF was a new AE Wealth Management position in Q1 2026.
iShares iBonds 2032 Term High Yield and Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2264 holding.
11 funds tracked by Wall St. Rank held iShares iBonds 2032 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.