ISHARES TR

Ticker: SHYG CUSIP: 46434V407 Class: 0-5YR HI YL CP

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

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

Q4 2025
Shares 11,928 Value ($000) $511 Avg Close Range
Q3 2025
Shares 23,665 Value ($000) $1,025 Avg Close Range
Q2 2025
Shares 3,086 Value ($000) $133 Avg Close Range
Q1 2025
Shares 6,162 Value ($000) $262 Avg Close Range
Q4 2024
Shares 14,064 Value ($000) $599 Avg Close Range
Q3 2024
Shares 15,200 Value ($000) $660 Avg Close Range
Q2 2024
Shares 17,285 Value ($000) $729 Avg Close Range
Q1 2024
Shares 21,575 Value ($000) $918 Avg Close Range
Q4 2023
Shares 589,597 Value ($000) $25,040 Avg Close Range
Q3 2023
Shares 840,995 Value ($000) $34,506 Avg Close Range
Q2 2023
Shares 859,642 Value ($000) $35,632 Avg Close Range
Q1 2023
Shares 860,215 Value ($000) $35,854 Avg Close Range
Q4 2022
Shares 1,295,993 Value ($000) $52,993 Avg Close Range
Q3 2022
Shares 816,030 Value ($000) $32,592 Avg Close Range
Q2 2022
Shares 765,894 Value ($000) $31,057 Avg Close Range
Q1 2022
Shares 772,731 Value ($000) $33,969 Avg Close Range
Q4 2021
Shares 554,263 Value ($000) $25,108 Avg Close Range
Q3 2021
Shares 273,036 Value ($000) $12,478 Avg Close Range
Q2 2021
Shares 237,939 Value ($000) $10,959 Avg Close Range
Q1 2021
Shares 176,221 Value ($000) $8,073 Avg Close Range
Q4 2020
Shares 287,832 Value ($000) $13,079 Avg Close Range
Q3 2020
Shares 434,689 Value ($000) $19,105 Avg Close Range
Q2 2020
Shares 178,675 Value ($000) $7,663 Avg Close Range
Q1 2020
Shares 96,533 Value ($000) $3,945 Avg Close Range
Q4 2019
Shares 45,481 Value ($000) $2,112 Avg Close Range
Q3 2019
Shares 4,729 Value ($000) $220 Avg Close Range
Q3 2018
Shares 8,038 Value ($000) $378 Avg Close Range
Q2 2018
Shares 7,389 Value ($000) $344 Avg Close Range
Q1 2018
Shares 6,071 Value ($000) $284 Avg Close Range
Q4 2017
Shares 5,564 Value ($000) $262 Avg Close Range