ISHARES TR

CUSIP: 46435U168 Class: IBONDS 25 TRM HG

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

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

Q3 2025
Shares 15,213 Value ($000) $353 Avg Close Range
Q2 2025
Shares 86,837 Value ($000) $2,019 Avg Close Range
Q1 2025
Shares 77,214 Value ($000) $1,794 Avg Close Range
Q4 2024
Shares 81,004 Value ($000) $1,879 Avg Close Range
Q3 2024
Shares 20,006 Value ($000) $466 Avg Close Range
Q2 2024
Shares 19,658 Value ($000) $458 Avg Close Range
Q1 2024
Shares 119,938 Value ($000) $2,804 Avg Close Range
Q4 2023
Shares 858,668 Value ($000) $19,990 Avg Close Range
Q3 2023
Shares 648,650 Value ($000) $14,874 Avg Close Range