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 Q2	$1.39K	Buy	57 +1	+2%	+$25	﹤0.01%	2572
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

QFP

Quantum Financial Partners Overland Park, Kansas $196M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

SIS

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

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

MFG

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

AE Wealth Management increased its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) stake by 1.8% in Q2 2026, buying an estimated $25 and bringing the position to 57 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #2572.

AE Wealth Management first reported a position in IGBH in Q2 2021 and has held it in 10 quarters since. The position peaked at $381K in Q2 2021. 51 funds tracked by Wall St. Rank hold IGBH as of Q2 2026.

AE Wealth Management held 57 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $1.39K as of Q2 2026.
AE Wealth Management bought 1 iShares Interest Rate Hedged Long-Term Corporate Bond ETF share in Q2 2026, an estimated $25.
iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2572 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 10 quarters since.
AE Wealth Management's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $381K in Q2 2021.
51 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.