AWM
IBTK icon

AE Wealth Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

AE Wealth Management’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8
Closed -$161 – 2643
2025
Q4 		$161 Hold
8
– – ﹤0.01% 2431
2025
Q3 		$159 Hold
8
– – ﹤0.01% 2260
2025
Q2 		$157 Buy
+8
New +$157 ﹤0.01% 2130

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

AE Wealth Management sold out of iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q1 2026, closing a stake of 8 shares — an estimated $161 sold.

AE Wealth Management first reported a position in IBTK in Q2 2025 and held it in 3 quarters. The position peaked at $161 in Q4 2025. 172 funds tracked by Wall St. Rank hold IBTK as of Q1 2026.

  • AE Wealth Management reported no remaining iShares iBonds Dec 2030 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 8 iShares iBonds Dec 2030 Term Treasury ETF shares in Q1 2026, an estimated $161.
  • AE Wealth Management first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q2 2025 and held it in 3 quarters.
  • AE Wealth Management's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $161 in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q1 2026.

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