ISHARES TR

Ticker: IUSB CUSIP: 46434V613 Class: CORE TOTAL USD

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

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

Q4 2025
Shares 588,596 Value ($000) $27,393 Avg Close — Range —
Q3 2025
Shares 482,387 Value ($000) $22,532 Avg Close — Range —
Q2 2025
Shares 451,967 Value ($000) $20,894 Avg Close — Range —
Q1 2025
Shares 506,079 Value ($000) $23,320 Avg Close — Range —
Q4 2024
Shares 557,915 Value ($000) $25,218 Avg Close — Range —
Q3 2024
Shares 639,391 Value ($000) $30,128 Avg Close — Range —
Q2 2024
Shares 484,638 Value ($000) $21,915 Avg Close — Range —
Q1 2024
Shares 503,948 Value ($000) $22,975 Avg Close — Range —
Q4 2023
Shares 907,229 Value ($000) $41,361 Avg Close — Range —
Q3 2023
Shares 682,303 Value ($000) $29,827 Avg Close — Range —
Q2 2023
Shares 776,037 Value ($000) $35,286 Avg Close — Range —
Q1 2023
Shares 767,770 Value ($000) $35,433 Avg Close — Range —
Q4 2022
Shares 662,756 Value ($000) $29,778 Avg Close — Range —
Q3 2022
Shares 730,014 Value ($000) $32,486 Avg Close — Range —
Q2 2022
Shares 709,892 Value ($000) $33,237 Avg Close — Range —
Q1 2022
Shares 889,983 Value ($000) $44,170 Avg Close — Range —
Q4 2021
Shares 690,825 Value ($000) $36,565 Avg Close — Range —
Q3 2021
Shares 712,388 Value ($000) $37,928 Avg Close — Range —
Q2 2021
Shares 467,086 Value ($000) $24,984 Avg Close — Range —
Q1 2021
Shares 301,914 Value ($000) $15,926 Avg Close — Range —
Q4 2020
Shares 17,640 Value ($000) $963 Avg Close — Range —
Q3 2020
Shares 18,055 Value ($000) $982 Avg Close — Range —
Q2 2020
Shares 24,103 Value ($000) $1,310 Avg Close — Range —
Q1 2020
Shares 113,871 Value ($000) $5,978 Avg Close — Range —
Q4 2019
Shares 9,828 Value ($000) $512 Avg Close — Range —
Q2 2019
Shares 15,000 Value ($000) $775 Avg Close — Range —
Q1 2019
Shares 10,028 Value ($000) $507 Avg Close — Range —