AE Wealth Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

AE Wealth Management’s Portfolio IBDM Stock Details IBDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-110,146	Closed	-$2.72M	–	1827
2021 Q3	$2.72M	Buy	+110,146	New	+$2.73M	0.02%	542

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AE Wealth Management's IBDM Position: Q4 2021 in Review

AE Wealth Management sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 110,146 shares — an estimated $2.72M sold.

AE Wealth Management first reported a position in IBDM in Q3 2021 and held it in 1 quarter. The position peaked at $2.72M in Q3 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

AE Wealth Management reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
AE Wealth Management sold 110,146 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $2.72M.
AE Wealth Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2021 and held it in 1 quarter.
AE Wealth Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $2.72M in Q3 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on AE Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.