AE Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
Bought
Maintained
Sold
Other funds holding IBTH
HPC
GI
NA
AE Wealth Management's IBTH Position: Q2 2026 in Review
AE Wealth Management reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 3.5% in Q2 2026, selling an estimated $2.35K and leaving 2,892 shares worth $64.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2028.
AE Wealth Management first reported a position in IBTH in Q4 2023 and has held it in 8 quarters since. The position peaked at $211K in Q4 2023. 314 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.
- AE Wealth Management held 2,892 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $64.7K as of Q2 2026.
- AE Wealth Management sold 105 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $2.35K.
- iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2028 holding.
- AE Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 8 quarters since.
- AE Wealth Management's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $211K in Q4 2023.
- 314 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.