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Ishares Tr ibonds dec 29 shares owned by AE Wealth Management

Quarter-by-quarter ownership of Ishares Tr ibonds dec 29 (IBDU) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Ishares Tr ibonds dec 29

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec 29 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 29 by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $528k 23k 22.90
2023-09-30 $1.1M 50k 21.90

More positions owned by AE Wealth Management

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Microsoft Corporation (MSFT)
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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 ibonds dec 29

Capital Advisors
Bank of America Corporation
Capital Investment Advisors
Royal Bank of Canada
Klingman & Associates
HighTower Advisors
Raymond James Financial Services Advisors
Woodmont Investment Counsel
Golub Group
UBS Group
Gateway Advisory
Us Bancorp
Venture Visionary Partners
Commonwealth Equity Services
Advisors Capital Management

View all funds holding Ishares Tr ibonds dec 29