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AE Wealth Management’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

AE Wealth Management’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.91K Sell
245
-52
-18% -$1.26K ﹤0.01% 2453
2026
Q1 		$7.24K Sell
297
-373
-56% -$9.16K ﹤0.01% 2319
2025
Q4 		$16.5K Buy
+670
New +$16.6K ﹤0.01% 2065

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

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

AE Wealth Management reduced its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 18% in Q2 2026, selling an estimated $1.26K and leaving 245 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #2453.

AE Wealth Management first reported a position in IBTO in Q4 2025 and has held it in 3 quarters since. The position peaked at $16.5K in Q4 2025. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • AE Wealth Management held 245 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $5.91K as of Q2 2026.
  • AE Wealth Management sold 52 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $1.26K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2453 holding.
  • AE Wealth Management first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • AE Wealth Management's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $16.5K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

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