AWM
IBDQ

AE Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

AE Wealth Management’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,264
Closed -$31.8K – 2504
2025
Q3 		$31.8K Sell
1,264
-208,552
-99% -$5.24M ﹤0.01% 1804
2025
Q2 		$5.28M Buy
209,816
+34,884
+20% +$876K 0.04% 340
2025
Q1 		$4.4M Sell
174,932
-11,725
-6% -$294K 0.04% 363
2024
Q4 		$4.68M Buy
+186,657
New +$4.68M 0.04% 353
2024
Q1 		– Sell
-78,005
Closed -$1.94M – 1535
2023
Q4 		$1.94M Sell
78,005
-12,626
-14% -$309K 0.01% 917
2023
Q3 		$2.21M Buy
90,631
+78,133
+625% +$1.91M 0.01% 818
2023
Q2 		$305K Buy
12,498
+3,160
+34% +$77.4K ﹤0.01% 1610
2023
Q1 		$229K Buy
+9,338
New +$228K ﹤0.01% 1674

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

AE Wealth Management's IBDQ Position: Q4 2025 in Review

AE Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 1,264 shares — an estimated $31.8K sold.

AE Wealth Management first reported a position in IBDQ in Q1 2023 and held it in 8 quarters. The position peaked at $5.28M in Q2 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • AE Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 1,264 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $31.8K.
  • AE Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2023 and held it in 8 quarters.
  • AE Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $5.28M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.