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Ishares Tr ibonds 25 trm hg shares owned by AE Wealth Management

Quarter-by-quarter ownership of Ishares Tr ibonds 25 trm hg (IBHE) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Ishares Tr ibonds 25 trm hg

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds 25 trm hg 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 25 trm hg by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $466k 20k 23.30
2024-06-30 $458k 20k 23.27
2024-03-31 $2.8M 120k 23.38
2023-12-31 $20M 859k 23.28
2023-09-30 $15M 649k 22.93

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American Centy Etf Tr Avantis Core Fi (AVIG)
Alphabet Cap Stk Cl A (GOOGL)
Aim Etf Products Trust Allianzim Us Lgr (AUGT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for AE Wealth Management

Top funds holding Ishares Tr ibonds 25 trm hg

Arrow Financial Corp.
Raymond James Financial Services Advisors
LPL Financial
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Mid-American Wealth Advisory Group
Ashton Thomas Private Wealth
Commonwealth Financial Services
EP Wealth Advisors
HighTower Advisors
Morgan Stanley
Scissortail Wealth Management
PFG Private Wealth Management
Mutual Advisors

View all funds holding Ishares Tr ibonds 25 trm hg