ISHARES TR

Ticker: IBTI CUSIP: 46436E833 Class: ETF

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

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

Q4 2025
Shares 282 Value ($000) $6 Avg Close Range
Q4 2023
Shares 474,367 Value ($000) $10,493 Avg Close Range
Q3 2023
Shares 725,632 Value ($000) $15,637 Avg Close Range
Q2 2023
Shares 753,501 Value ($000) $16,577 Avg Close Range