AWM
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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return