AE Wealth Management »

Ishares Tr ibnd dec25 etf shares owned by AE Wealth Management

Quarter-by-quarter ownership of Ishares Tr ibnd dec25 etf (IBDQ) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Ishares Tr ibnd dec25 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibnd dec25 etf 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 Tr ibnd dec25 etf by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 78k 24.82
2023-09-30 $2.2M 91k 24.37
2023-06-30 $305k 13k 24.38
2023-03-31 $229k 9.3k 24.53

More positions owned by AE Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus Tp200 Vl Etf (IWX)

View all positions for AE Wealth Management

Top funds holding Ishares Tr ibnd dec25 etf

Bank of America Corporation
UBS Group
Capital Advisors
Mercer Global Advisors
Raymond James Financial Services Advisors
Wells Fargo & Company
Us Bancorp
Kathmere Capital Management
Stifel Financial
Sigma Investment Counselors
Royal Bank of Canada
Mariner Wealth Advisors
Sound View Wealth Advisors Group
Golub Group
Stratos Wealth Partners

View all funds holding Ishares Tr ibnd dec25 etf