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Ishares Tr ibonds dec shares owned by AE Wealth Management

Quarter-by-quarter ownership of Ishares Tr ibonds dec (IBMM) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Ishares Tr ibonds dec

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $771k 30k 25.92
2023-09-30 $270k 11k 25.69

More positions owned by AE Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for AE Wealth Management

Top funds holding Ishares Tr ibonds dec

Bank of America Corporation
Jane Street
Morgan Stanley
Kathmere Capital Management
HighTower Advisors
Us Bancorp
Goss Wealth Management
UBS Group
Mercer Global Advisors
LPL Financial
Bank Of Montreal
Glenview Trust
Wells Fargo & Company
Envestnet Asset Management
Regions Bank

View all funds holding Ishares Tr ibonds dec