ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

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

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

Q4 2025
Shares 638,989 Value ($000) $64,142 Avg Close — Range —
Q3 2025
Shares 503,305 Value ($000) $50,683 Avg Close — Range —
Q2 2025
Shares 82,053 Value ($000) $8,262 Avg Close — Range —
Q1 2025
Shares 92,551 Value ($000) $9,317 Avg Close — Range —
Q4 2024
Shares 106,109 Value ($000) $10,645 Avg Close — Range —
Q3 2024
Shares 551,681 Value ($000) $55,565 Avg Close — Range —
Q2 2024
Shares 505,917 Value ($000) $50,951 Avg Close — Range —
Q1 2024
Shares 448,553 Value ($000) $45,174 Avg Close — Range —
Q4 2023
Shares 1,265,475 Value ($000) $127,395 Avg Close — Range —
Q3 2023
Shares 1,868,522 Value ($000) $188,104 Avg Close — Range —
Q2 2023
Shares 1,723,046 Value ($000) $173,390 Avg Close — Range —
Q1 2023
Shares 509,663 Value ($000) $51,262 Avg Close — Range —
Q4 2022
Shares 53,813 Value ($000) $5,389 Avg Close — Range —
Q3 2022
Shares 36,549 Value ($000) $3,665 Avg Close — Range —
Q2 2022
Shares 2,176 Value ($000) $218 Avg Close — Range —