AWM
IBTD

AE Wealth Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

AE Wealth Management’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-339,027
Closed -$8.41M – 2220
2023
Q3 		$8.41M Sell
339,027
-194,326
-36% -$4.81M 0.05% 420
2023
Q2 		$13.2M Sell
533,353
-314,571
-37% -$7.79M 0.08% 304
2023
Q1 		$21M Buy
847,924
+776,994
+1,095% +$19.2M 0.14% 173
2022
Q4 		$1.75M Buy
+70,930
New +$1.75M 0.01% 796

Other funds holding IBTD

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return