AWM
BLST

AE Wealth Management’s Bluemonte Short Term Bond ETF BLST Stock Holding History

AE Wealth Management’s Portfolio BLST Stock Details BLST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.9K Hold
1,153
– – ﹤0.01% 2066
2025
Q4 		$29.1K Buy
+1,153
New +$29.2K ﹤0.01% 1951

Other funds holding BLST

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

AE Wealth Management's BLST Position: Q1 2026 in Review

AE Wealth Management held its Bluemonte Short Term Bond ETF (BLST) position steady in Q1 2026 at 1,153 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

AE Wealth Management first reported a position in BLST in Q4 2025 and has held it in 2 quarters since. The position peaked at $29.1K in Q4 2025. 5 funds tracked by Wall St. Rank hold BLST as of Q1 2026.

  • AE Wealth Management held 1,153 shares of Bluemonte Short Term Bond ETF worth $28.9K as of Q1 2026.
  • AE Wealth Management left its Bluemonte Short Term Bond ETF share count unchanged in Q1 2026.
  • Bluemonte Short Term Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2066 holding.
  • AE Wealth Management first reported a position in Bluemonte Short Term Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • AE Wealth Management's Bluemonte Short Term Bond ETF position peaked at $29.1K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held Bluemonte Short Term Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.