AE Wealth Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$42.7K	Hold	1,929	–	–	﹤0.01%	2128
2026 Q1	$43K	Buy	1,929 +1,647	+584%	+$36.8K	﹤0.01%	1999
2025 Q4	$6.31K	Buy	+282	New	+$6.31K	﹤0.01%	2197
2024 Q1	–	Sell	-474,367	Closed	-$10.5M	–	1545
2023 Q4	$10.5M	Sell	474,367 -251,265	-35%	-$5.45M	0.05%	383
2023 Q3	$15.6M	Sell	725,632 -27,869	-4%	-$607K	0.09%	246
2023 Q2	$16.6M	Buy	+753,501	New	+$16.9M	0.1%	242

Other funds holding IBTI

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

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

AE Wealth Management held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q2 2026 at 1,929 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2128.

AE Wealth Management first reported a position in IBTI in Q2 2023 and has held it in 6 quarters since. The position peaked at $16.6M in Q2 2023. 257 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

AE Wealth Management held 1,929 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $42.7K as of Q2 2026.
AE Wealth Management left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2128 holding.
AE Wealth Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2023 and has held it in 6 quarters since.
AE Wealth Management's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $16.6M in Q2 2023.
257 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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