AWM
BLTD

AE Wealth Management’s Bluemonte Long Term Bond ETF BLTD Stock Holding History

AE Wealth Management’s Portfolio BLTD Stock Details BLTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,148
Closed -$29K – 2815
2026
Q1 		$29K Hold
1,148
– – ﹤0.01% 2065
2025
Q4 		$29.2K Buy
+1,148
New +$29.7K ﹤0.01% 1949

Other funds holding BLTD

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

AE Wealth Management's BLTD Position: Q2 2026 in Review

AE Wealth Management sold out of Bluemonte Long Term Bond ETF (BLTD) in Q2 2026, closing a stake of 1,148 shares — an estimated $29K sold.

AE Wealth Management first reported a position in BLTD in Q4 2025 and held it in 2 quarters. The position peaked at $29.2K in Q4 2025. 3 funds tracked by Wall St. Rank hold BLTD as of Q2 2026.

  • AE Wealth Management reported no remaining Bluemonte Long Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 1,148 Bluemonte Long Term Bond ETF shares in Q2 2026, an estimated $29K.
  • AE Wealth Management first reported a position in Bluemonte Long Term Bond ETF in Q4 2025 and held it in 2 quarters.
  • AE Wealth Management's Bluemonte Long Term Bond ETF position peaked at $29.2K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Bluemonte Long Term Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.