Back to AE Wealth Management LLC AE Wealth Management LLC

CMBSCMBS
Showing 8 of 29 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in ISHARES TR

AE Wealth Management LLC holds 523,579 shares of CMBS (ISHARES TR), worth $25.5M as of 2026-Q1. The position was increased (+6.7% shares). CMBS represents 0.1% of AE Wealth Management LLC's portfolio.

Current Value

$25.5M

Current Shares

523,579

Total Value Change

+$10M

Total Shares Change

+192,882

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
523,579
+6.7%
$25.5M0.1%$47.99
37
2025-Q4
Increased
490,546
+13.7%
$24.1M0.1%$48.06
39
2025-Q3
Increased
431,523
+8.4%
$21.2M0.1%$47.49
37
2025-Q2
Increased
397,979
+6.4%
$19.4M0.1%$46.74
36
2025-Q1
Increased
374,007
+6.6%
$18M0.2%$45.64
36
2024-Q4
Increased
350,714
+14.1%
$16.6M0.1%$44.63
38
2024-Q3
Decreased
307,502
-7.0%
$15M0.1%$45.74
0
2024-Q2
Increased
330,697
+16.5%
$15.5M0.2%$43.53
39

Other major holders of CMBS: UBS Group AG, JANE STREET GROUP, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used