AE Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$146K	Buy	6,019 +27	+0.5%	+$654	﹤0.01%	1683
2025 Q4	$145K	Buy	5,992 +1,519	+34%	+$36.8K	﹤0.01%	1594
2025 Q3	$109K	Buy	4,473 +3,845	+612%	+$93.1K	﹤0.01%	1546
2025 Q2	$15.2K	Hold	628	–	–	﹤0.01%	1811
2025 Q1	$15.2K	Hold	628	–	–	﹤0.01%	1796
2024 Q4	$15.1K	Buy	+628	New	+$15.1K	﹤0.01%	1784
2024 Q1	–	Sell	-61,340	Closed	-$1.47M	–	1536
2023 Q4	$1.47M	Sell	61,340 -20,972	-25%	-$492K	0.01%	1020
2023 Q3	$1.92M	Buy	+82,312	New	+$1.93M	0.01%	861

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AE Wealth Management's IBDR Position: Q1 2026 in Review

AE Wealth Management increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.45% in Q1 2026, buying an estimated $654 and bringing the position to 6,019 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

AE Wealth Management first reported a position in IBDR in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.92M in Q3 2023. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

AE Wealth Management held 6,019 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $146K as of Q1 2026.
AE Wealth Management bought 27 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $654.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1683 holding.
AE Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2023 and has held it in 8 quarters since.
AE Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.92M in Q3 2023.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.