AE Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$67.2K	Buy	2,997 +1,019	+52%	+$22.9K	﹤0.01%	1897
2025 Q4	$44.4K	Buy	1,978 +1,323	+202%	+$29.8K	﹤0.01%	1873
2025 Q3	$14.8K	Hold	655	–	–	﹤0.01%	1941
2025 Q2	$14.7K	Hold	655	–	–	﹤0.01%	1819
2025 Q1	$14.7K	Hold	655	–	–	﹤0.01%	1797
2024 Q4	$14.5K	Buy	+655	New	+$14.6K	﹤0.01%	1789
2024 Q1	–	Sell	-9,462	Closed	-$211K	–	1544
2023 Q4	$211K	Buy	+9,462	New	+$208K	﹤0.01%	1868

Other funds holding IBTH

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

AE Wealth Management increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 52% in Q1 2026, buying an estimated $22.9K and bringing the position to 2,997 shares worth $67.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

AE Wealth Management first reported a position in IBTH in Q4 2023 and has held it in 7 quarters since. The position peaked at $211K in Q4 2023. 312 funds tracked by Wall St. Rank hold IBTH as of Q1 2026.

AE Wealth Management held 2,997 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $67.2K as of Q1 2026.
AE Wealth Management bought 1,019 iShares iBonds Dec 2027 Term Treasury ETF shares in Q1 2026, an estimated $22.9K.
iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1897 holding.
AE Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 7 quarters since.
AE Wealth Management's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $211K in Q4 2023.
312 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2026.

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