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AE Wealth Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

AE Wealth Management’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.9K Hold
424
– – ﹤0.01% 2371
2026
Q1 		$11K Buy
+424
New +$11.1K ﹤0.01% 2261

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

AE Wealth Management held its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) position steady in Q2 2026 at 424 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2371.

AE Wealth Management first reported a position in IBDY in Q1 2026 and has held it in 2 quarters since. The position peaked at $11K in Q1 2026. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • AE Wealth Management held 424 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $10.9K as of Q2 2026.
  • AE Wealth Management left its iShares iBonds Dec 2033 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2371 holding.
  • AE Wealth Management first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • AE Wealth Management's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $11K in Q1 2026.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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