AWM
IBDP

AE Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

AE Wealth Management’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-489,267
Closed -$12.3M – 2177
2024
Q3 		$12.3M Sell
489,267
-74,016
-13% -$1.86M 0.11% 203
2024
Q2 		$14.2M Sell
563,283
-99,862
-15% -$2.5M 0.14% 177
2024
Q1 		$16.6M Sell
663,145
-1,335,453
-67% -$33.4M 0.19% 145
2023
Q4 		$49.9M Buy
1,998,598
+554,114
+38% +$13.7M 0.25% 78
2023
Q3 		$35.7M Buy
1,444,484
+1,277,898
+767% +$31.5M 0.21% 98
2023
Q2 		$4.1M Sell
166,586
-8,688
-5% -$214K 0.02% 602
2023
Q1 		$4.31M Buy
175,274
+159,330
+999% +$3.91M 0.03% 541
2022
Q4 		$389K Buy
+15,944
New +$388K ﹤0.01% 1399

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

AE Wealth Management's IBDP Position: Q4 2024 in Review

AE Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 489,267 shares — an estimated $12.3M sold.

AE Wealth Management first reported a position in IBDP in Q4 2022 and held it in 8 quarters. The position peaked at $49.9M in Q4 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • AE Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • AE Wealth Management sold 489,267 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $12.3M.
  • AE Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and held it in 8 quarters.
  • AE Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $49.9M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on AE Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.