AE Wealth Management’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.35K	Buy	56 +55	+5,500%	+$1.35K	﹤0.01%	2498
2025 Q4	$20	Sell	1 -100	-99%	-$2.46K	﹤0.01%	2448
2025 Q3	$2.49K	Buy	+101	New	+$2.46K	﹤0.01%	2150
2022 Q4	–	Sell	-13,673	Closed	-$307K	–	1859
2022 Q3	$307K	Sell	13,673 -311	-2%	-$7.18K	﹤0.01%	1467
2022 Q2	$323K	Sell	13,984 -818	-6%	-$19.3K	﹤0.01%	1410
2022 Q1	$357K	Buy	14,802 +967	+7%	+$23.3K	﹤0.01%	1355
2021 Q4	$344K	Buy	13,835 +53	+0.4%	+$1.33K	﹤0.01%	1397
2021 Q3	$346K	Sell	13,782 -1,243	-8%	-$31.3K	﹤0.01%	1305
2021 Q2	$381K	Buy	+15,025	New	+$380K	﹤0.01%	1242

Other funds holding IGBH

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

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

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

Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

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

AE Wealth Management increased its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) stake by 5,500% in Q1 2026, buying an estimated $1.35K and bringing the position to 56 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2498.

AE Wealth Management first reported a position in IGBH in Q2 2021 and has held it in 9 quarters since. The position peaked at $381K in Q2 2021. 48 funds tracked by Wall St. Rank hold IGBH as of Q1 2026.

AE Wealth Management held 56 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $1.35K as of Q1 2026.
AE Wealth Management bought 55 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q1 2026, an estimated $1.35K.
iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2498 holding.
AE Wealth Management first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q2 2021 and has held it in 9 quarters since.
AE Wealth Management's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $381K in Q2 2021.
48 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q1 2026.

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