ISHARES TR

Ticker: ISTB CUSIP: 46432F859 Class: CORE 1 5 YR USD

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

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

Q4 2025
Shares 2,810 Value ($000) $137 Avg Close — Range —
Q3 2025
Shares 943 Value ($000) $46 Avg Close — Range —
Q2 2025
Shares 943 Value ($000) $46 Avg Close — Range —
Q1 2025
Shares 1,701 Value ($000) $82 Avg Close — Range —
Q4 2024
Shares 2,695 Value ($000) $129 Avg Close — Range —
Q4 2023
Shares 65,270 Value ($000) $3,102 Avg Close — Range —
Q3 2023
Shares 289,936 Value ($000) $13,447 Avg Close — Range —
Q2 2023
Shares 348,481 Value ($000) $16,253 Avg Close — Range —
Q1 2023
Shares 351,160 Value ($000) $16,559 Avg Close — Range —
Q4 2022
Shares 382,361 Value ($000) $17,757 Avg Close — Range —
Q3 2022
Shares 402,870 Value ($000) $18,572 Avg Close — Range —
Q2 2022
Shares 374,264 Value ($000) $17,740 Avg Close — Range —
Q1 2022
Shares 313,617 Value ($000) $15,198 Avg Close — Range —
Q4 2021
Shares 330,540 Value ($000) $16,669 Avg Close — Range —
Q3 2021
Shares 315,586 Value ($000) $16,117 Avg Close — Range —
Q2 2021
Shares 232,132 Value ($000) $11,906 Avg Close — Range —
Q1 2021
Shares 247,291 Value ($000) $12,684 Avg Close — Range —
Q4 2020
Shares 223,116 Value ($000) $11,522 Avg Close — Range —
Q3 2020
Shares 296,973 Value ($000) $15,309 Avg Close — Range —
Q2 2020
Shares 131,742 Value ($000) $6,781 Avg Close — Range —
Q1 2020
Shares 176,547 Value ($000) $8,916 Avg Close — Range —
Q4 2019
Shares 39,049 Value ($000) $1,968 Avg Close — Range —
Q3 2019
Shares 10,378 Value ($000) $524 Avg Close — Range —