AWM
IBTQ

AE Wealth Management’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

AE Wealth Management’s Portfolio IBTQ Stock Details IBTQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.3K Hold
887
– – ﹤0.01% 2238
2026
Q1 		$22.4K Buy
+887
New +$22.6K ﹤0.01% 2127

Other funds holding IBTQ

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $412M AUM 15.82% 1-Year Est. Return

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

AE Wealth Management held its iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) position steady in Q2 2026 at 887 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2238.

AE Wealth Management first reported a position in IBTQ in Q1 2026 and has held it in 2 quarters since. The position peaked at $22.4K in Q1 2026. 48 funds tracked by Wall St. Rank hold IBTQ as of Q2 2026.

  • AE Wealth Management held 887 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $22.3K as of Q2 2026.
  • AE Wealth Management left its iShares iBonds Dec 2035 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2035 Term Treasury ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2238 holding.
  • AE Wealth Management first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • AE Wealth Management's iShares iBonds Dec 2035 Term Treasury ETF position peaked at $22.4K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q2 2026.

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