AWM
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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
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 $2.8B AUM 21.13% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

AE Wealth Management reduced its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 56% in Q1 2026, selling an estimated $9.16K and leaving 297 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2319.

AE Wealth Management first reported a position in IBTO in Q4 2025 and has held it in 2 quarters since. The position peaked at $16.5K in Q4 2025. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • AE Wealth Management held 297 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $7.24K as of Q1 2026.
  • AE Wealth Management sold 373 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $9.16K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2319 holding.
  • AE Wealth Management first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • AE Wealth Management's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $16.5K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

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