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AE Wealth Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

AE Wealth Management’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-38
Closed -$972 – 2641
2025
Q4 		$972 Buy
+38
New +$970 ﹤0.01% 2382

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

AE Wealth Management's IBMQ Position: Q1 2026 in Review

AE Wealth Management sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q1 2026, closing a stake of 38 shares — an estimated $972 sold.

AE Wealth Management first reported a position in IBMQ in Q4 2025 and held it in 1 quarter. The position peaked at $972 in Q4 2025. 187 funds tracked by Wall St. Rank hold IBMQ as of Q1 2026.

  • AE Wealth Management reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 38 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2026, an estimated $972.
  • AE Wealth Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2025 and held it in 1 quarter.
  • AE Wealth Management's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $972 in Q4 2025.
  • 187 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.