AE Wealth Management »

Ishares Ibonds Dec 2024 Term T shares owned by AE Wealth Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2024 Term T (IBTE) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Ishares Ibonds Dec 2024 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2024 Term T held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Ibonds Dec 2024 Term T by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.5M 171k 32.00
2023-12-31 $9.3M 388k 23.94
2023-09-30 $7.6M 320k 23.84
2023-06-30 $5.7M 241k 23.80
2023-03-31 $7.4M 310k 24.01
2022-12-31 $824k 35k 23.85

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 Ibonds Dec 2024 Term T

Captrust Financial Advisors
Bank of America Corporation
Morgan Stanley
UBS Group
LPL Financial
Wells Fargo & Company
Hills Bank And Trust Company
InterOcean Capital Group
Goss Wealth Management
Capital Investment Advisors
Royal Bank of Canada
First Western Trust Bank
CliftonLarsonAllen Wealth Advisors
Northwestern Mutual Wealth Management Company
Ambassador Advisors

View all funds holding Ishares Ibonds Dec 2024 Term T