AWM
IBDO

AE Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

AE Wealth Management’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-236,765
Closed -$6M – 2219
2023
Q3 		$6M Sell
236,765
-793,621
-77% -$20.1M 0.04% 500
2023
Q2 		$26.1M Sell
1,030,386
-207,053
-17% -$5.22M 0.16% 147
2023
Q1 		$31.2M Buy
1,237,439
+1,218,783
+6,533% +$30.6M 0.2% 112
2022
Q4 		$467K Buy
+18,656
New +$466K ﹤0.01% 1344

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.01B AUM 14.39% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return