AE Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$103K	Buy	4,452 +571	+15%	+$13.2K	﹤0.01%	1904
2026 Q1	$90.3K	Hold	3,881	–	–	﹤0.01%	1829
2025 Q4	$90.8K	Buy	3,881 +3,066	+376%	+$71.8K	﹤0.01%	1724
2025 Q3	$19.1K	Buy	+815	New	+$19K	﹤0.01%	1900
2024 Q1	–	Sell	-23,074	Closed	-$528K	–	1540
2023 Q4	$528K	Sell	23,074 -26,805	-54%	-$594K	﹤0.01%	1404
2023 Q3	$1.09M	Buy	+49,879	New	+$1.11M	0.01%	1058

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

AE Wealth Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 15% in Q2 2026, buying an estimated $13.2K and bringing the position to 4,452 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

AE Wealth Management first reported a position in IBDU in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.09M in Q3 2023. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

AE Wealth Management held 4,452 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $103K as of Q2 2026.
AE Wealth Management bought 571 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $13.2K.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1904 holding.
AE Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2023 and has held it in 6 quarters since.
AE Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.09M in Q3 2023.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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