AE Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$199K	Buy	7,876 +4,458	+130%	+$113K	﹤0.01%	1728
2026 Q1	$86.6K	Buy	3,418 +25	+0.7%	+$636	﹤0.01%	1844
2025 Q4	$86.4K	Buy	+3,393	New	+$86.4K	﹤0.01%	1735
2024 Q1	–	Sell	-25,954	Closed	-$648K	–	1538
2023 Q4	$648K	Sell	25,954 -31,386	-55%	-$762K	﹤0.01%	1316
2023 Q3	$1.38M	Buy	+57,340	New	+$1.4M	0.01%	973

Other funds holding IBDT

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

HPC

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

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

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

AE Wealth Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 130% in Q2 2026, buying an estimated $113K and bringing the position to 7,876 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

AE Wealth Management first reported a position in IBDT in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.38M in Q3 2023. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

AE Wealth Management held 7,876 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $199K as of Q2 2026.
AE Wealth Management bought 4,458 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $113K.
iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1728 holding.
AE Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2023 and has held it in 5 quarters since.
AE Wealth Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1.38M in Q3 2023.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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