ISHARES TR

Ticker: IBTG CUSIP: 46436E858 Class: ETF

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

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

Q4 2025
Shares 3,096 Value ($000) $71 Avg Close — Range —
Q3 2025
Shares 3,116 Value ($000) $72 Avg Close — Range —
Q2 2025
Shares 2,956 Value ($000) $68 Avg Close — Range —
Q1 2025
Shares 2,956 Value ($000) $68 Avg Close — Range —
Q4 2024
Shares 2,956 Value ($000) $67 Avg Close — Range —
Q2 2024
Shares 9,841 Value ($000) $223 Avg Close — Range —
Q4 2023
Shares 31,741 Value ($000) $725 Avg Close — Range —
Q3 2023
Shares 13,674 Value ($000) $307 Avg Close — Range —