ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

AE Wealth Management LLC's Holding History (CIK: 0001697723)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 92,875 Value ($000) $8,931 Avg Close Range
Q3 2025
Shares 50,065 Value ($000) $4,829 Avg Close Range
Q2 2025
Shares 25,552 Value ($000) $2,447 Avg Close Range
Q1 2025
Shares 36,901 Value ($000) $3,519 Avg Close Range
Q4 2024
Shares 46,107 Value ($000) $4,263 Avg Close Range
Q3 2024
Shares 29,296 Value ($000) $2,875 Avg Close Range
Q2 2024
Shares 28,704 Value ($000) $2,688 Avg Close Range
Q1 2024
Shares 28,522 Value ($000) $2,700 Avg Close Range
Q4 2023
Shares 444,305 Value ($000) $42,191 Avg Close Range
Q3 2023
Shares 394,957 Value ($000) $36,174 Avg Close Range
Q2 2023
Shares 479,536 Value ($000) $46,323 Avg Close Range
Q1 2023
Shares 1,481,860 Value ($000) $146,882 Avg Close Range
Q4 2022
Shares 589,404 Value ($000) $56,453 Avg Close Range
Q3 2022
Shares 348,560 Value ($000) $33,458 Avg Close Range
Q2 2022
Shares 400,020 Value ($000) $40,922 Avg Close Range
Q1 2022
Shares 323,859 Value ($000) $34,805 Avg Close Range
Q4 2021
Shares 751,634 Value ($000) $86,438 Avg Close Range
Q3 2021
Shares 178,085 Value ($000) $20,519 Avg Close Range
Q2 2021
Shares 127,679 Value ($000) $14,746 Avg Close Range
Q1 2021
Shares 103,065 Value ($000) $11,639 Avg Close Range
Q4 2020
Shares 462,797 Value ($000) $55,512 Avg Close Range
Q3 2020
Shares 365,525 Value ($000) $44,528 Avg Close Range
Q2 2020
Shares 190,192 Value ($000) $23,179 Avg Close Range
Q1 2020
Shares 88,594 Value ($000) $10,762 Avg Close Range
Q4 2019
Shares 22,559 Value ($000) $2,487 Avg Close Range
Q3 2019
Shares 30,696 Value ($000) $3,452 Avg Close Range
Q2 2019
Shares 25,266 Value ($000) $2,780 Avg Close Range
Q1 2019
Shares 12,320 Value ($000) $1,314 Avg Close Range
Q4 2018
Shares 4,453 Value ($000) $464 Avg Close Range
Q3 2018
Shares 2,861 Value ($000) $289 Avg Close Range
Q2 2017
Shares 1,941 Value ($000) $207 Avg Close Range