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 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

AE Wealth Management increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 584% in Q1 2026, buying an estimated $36.8K and bringing the position to 1,929 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #1999.

AE Wealth Management first reported a position in IBTI in Q2 2023 and has held it in 5 quarters since. The position peaked at $16.6M in Q2 2023. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

AE Wealth Management held 1,929 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $43K as of Q1 2026.
AE Wealth Management bought 1,647 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $36.8K.
iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1999 holding.
AE Wealth Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2023 and has held it in 5 quarters since.
AE Wealth Management's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $16.6M in Q2 2023.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

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