AE Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$206K	Buy	8,488 +4,343	+105%	+$105K	﹤0.01%	1709
2026 Q1	$100K	Hold	4,145	–	–	﹤0.01%	1795
2025 Q4	$101K	Buy	4,145 +3,725	+887%	+$90.5K	﹤0.01%	1701
2025 Q3	$10.2K	Hold	420	–	–	﹤0.01%	1997
2025 Q2	$10.2K	Hold	420	–	–	﹤0.01%	1875
2025 Q1	$10.2K	Hold	420	–	–	﹤0.01%	1852
2024 Q4	$10.1K	Buy	+420	New	+$10.1K	﹤0.01%	1844
2024 Q1	–	Sell	-33,516	Closed	-$801K	–	1537
2023 Q4	$801K	Sell	33,516 -46,390	-58%	-$1.08M	﹤0.01%	1234
2023 Q3	$1.85M	Buy	+79,906	New	+$1.86M	0.01%	876

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

AE Wealth Management's IBDS Position: Q2 2026 in Review

AE Wealth Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 105% in Q2 2026, buying an estimated $105K and bringing the position to 8,488 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

AE Wealth Management first reported a position in IBDS in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.85M in Q3 2023. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

AE Wealth Management held 8,488 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $206K as of Q2 2026.
AE Wealth Management bought 4,343 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $105K.
iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1709 holding.
AE Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2023 and has held it in 9 quarters since.
AE Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.85M in Q3 2023.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.