AE Wealth Management
IBTI icon

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
Q3 		$57.6K Buy
2,629
+700
+36% +$15.4K ﹤0.01% 2116
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
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stratos Wealth Advisors
Stratos Wealth Advisors Beachwood, Ohio $1.9B AUM 16.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

AE Wealth Management's IBTI Position: Q3 2026 in Review

AE Wealth Management increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 36% in Q3 2026, buying an estimated $15.4K and bringing the position to 2,629 shares worth $57.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2116.

AE Wealth Management first reported a position in IBTI in Q2 2023 and has held it in 7 quarters since. The position peaked at $16.6M in Q2 2023. 258 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

  • AE Wealth Management held 2,629 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $57.6K as of Q3 2026.
  • AE Wealth Management bought 700 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2026, an estimated $15.4K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q3 2026, its #2116 holding.
  • AE Wealth Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2023 and has held it in 7 quarters since.
  • AE Wealth Management's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $16.6M in Q2 2023.
  • 258 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.