AE Wealth Management’s iShares LifePath Target Date 2030 ETF ITDB Stock Holding History

AE Wealth Management’s Portfolio ITDB Stock Details ITDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-514	Closed	-$15.1K	–	2218
2024 Q4	$15.1K	Buy	+514	New	+$15.6K	﹤0.01%	1786

Other funds holding ITDB

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

AE Wealth Management's ITDB Position: Q1 2025 in Review

AE Wealth Management sold out of iShares LifePath Target Date 2030 ETF (ITDB) in Q1 2025, closing a stake of 514 shares — an estimated $15.1K sold.

AE Wealth Management first reported a position in ITDB in Q4 2024 and held it in 1 quarter. The position peaked at $15.1K in Q4 2024. 2 funds tracked by Wall St. Rank hold ITDB as of Q1 2025.

AE Wealth Management reported no remaining iShares LifePath Target Date 2030 ETF position as of Q1 2025 after selling out during the quarter.
AE Wealth Management sold 514 iShares LifePath Target Date 2030 ETF shares in Q1 2025, an estimated $15.1K.
AE Wealth Management first reported a position in iShares LifePath Target Date 2030 ETF in Q4 2024 and held it in 1 quarter.
AE Wealth Management's iShares LifePath Target Date 2030 ETF position peaked at $15.1K in Q4 2024.
2 funds tracked by Wall St. Rank held iShares LifePath Target Date 2030 ETF as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.