ISHARES TR

Ticker: SUB CUSIP: 464288158 Class: SHRT NAT MUN ETF

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

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

Q4 2025
Shares 13,990 Value ($000) $1,493 Avg Close — Range —
Q3 2025
Shares 2,637 Value ($000) $282 Avg Close — Range —
Q2 2025
Shares 3,149 Value ($000) $335 Avg Close — Range —
Q1 2025
Shares 3,168 Value ($000) $334 Avg Close — Range —
Q4 2024
Shares 3,228 Value ($000) $340 Avg Close — Range —
Q3 2024
Shares 4,222 Value ($000) $448 Avg Close — Range —
Q2 2024
Shares 3,051 Value ($000) $319 Avg Close — Range —
Q1 2024
Shares 6,434 Value ($000) $674 Avg Close — Range —
Q4 2023
Shares 15,728 Value ($000) $1,650 Avg Close — Range —
Q3 2023
Shares 12,972 Value ($000) $1,334 Avg Close — Range —
Q2 2023
Shares 13,933 Value ($000) $1,450 Avg Close — Range —
Q1 2023
Shares 11,250 Value ($000) $1,178 Avg Close — Range —
Q4 2022
Shares 12,773 Value ($000) $1,332 Avg Close — Range —
Q3 2022
Shares 15,977 Value ($000) $1,640 Avg Close — Range —
Q2 2022
Shares 15,842 Value ($000) $1,658 Avg Close — Range —
Q1 2022
Shares 14,890 Value ($000) $1,558 Avg Close — Range —
Q4 2021
Shares 19,633 Value ($000) $2,108 Avg Close — Range —
Q3 2021
Shares 18,106 Value ($000) $1,948 Avg Close — Range —
Q2 2021
Shares 15,372 Value ($000) $1,657 Avg Close — Range —
Q1 2021
Shares 15,276 Value ($000) $1,647 Avg Close — Range —
Q4 2020
Shares 12,615 Value ($000) $1,364 Avg Close — Range —
Q3 2020
Shares 9,950 Value ($000) $1,076 Avg Close — Range —
Q2 2020
Shares 7,508 Value ($000) $810 Avg Close — Range —
Q1 2020
Shares 2,361 Value ($000) $251 Avg Close — Range —
Q4 2019
Shares 31,510 Value ($000) $3,365 Avg Close — Range —