How many shares of IBND does AE Wealth Management LLC own?

As of 2026-Q2, AE Wealth Management LLC holds 100,772 shares of IBND (SPDR SERIES TRUST).

What is AE Wealth Management LLC's IBND position worth?

As of 2026-Q2, AE Wealth Management LLC's IBND position is worth $3.1M.

Is AE Wealth Management LLC buying or selling IBND?

In 2026-Q2, AE Wealth Management LLC increased their IBND position (+26.8% change in shares).

When did AE Wealth Management LLC first buy IBND?

Based on available 13F filings, AE Wealth Management LLC first reported a position in IBND in 2019-Q4. They have held the position across 27 quarters.

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AE Wealth Management LLC

IBND
27 quarters

Position history for AE Wealth Management LLC's holdings in SPDR SERIES TRUST

Current Value

$3.1M

Current Shares

100,772

Total Value Change

-$1.2M

Total Shares Change

-25,821

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	100,772	+26.8%	$3.1M	0.0%	$31.03	33
2026-Q1	Increased	79,454	+14.5%	$2.5M	0.0%	$30.72	30
2025-Q4	Decreased	69,385	-3.2%	$2.2M	0.0%	$31.60	0
2025-Q3	Increased	71,703	+16.7%	$2.3M	0.0%	$31.49	30
2025-Q2	Increased	61,433	+40.8%	$2M	0.0%	$31.58	34
2025-Q1	Increased	43,633	+2.8%	$1.3M	0.0%	$28.40	26
2024-Q4	Increased	42,437	+2.8%	$1.2M	0.0%	$27.21	26
2024-Q3	Increased	41,271	+1.2%	$1.3M	0.0%	$29.11	26
2024-Q2	Increased	40,791	+5.4%	$1.2M	0.0%	$27.15	27
2024-Q1	Increased	38,711	+0.1%	$1.1M	0.0%	$27.35	25
2023-Q4	Decreased	38,684	-77.2%	$1.1M	0.0%	$28.00	0
2023-Q3	Increased	169,720	+396.5%	$4.6M	0.0%	$25.16	43
2023-Q2	Decreased	34,184	-3.9%	$970,144	0.0%	$26.18	0
2023-Q1	Increased	35,556	+5.5%	$1M	0.0%	$26.19	26
2022-Q4	Decreased	33,718	-17.7%	$934,665	0.0%	$25.36	0
2022-Q3	Increased	40,951	+2.6%	$1M	0.0%	$22.90	26
2022-Q2	Decreased	39,906	-15.7%	$1.1M	0.0%	$25.58	0
2022-Q1	Increased	47,327	+4.0%	$1.5M	0.0%	$29.05	27
2021-Q4	Increased	45,506	+0.4%	$1.6M	0.0%	$31.48	26
2021-Q3	Increased	45,344	+0.8%	$1.6M	0.0%	$32.10	26
2021-Q2	Increased	44,989	+21.1%	$1.6M	0.0%	$32.97	31
2021-Q1	Increased	37,158	+44.4%	$1.3M	0.0%	$32.52	34
2020-Q4	Increased	25,729	+21.0%	$975,000	0.0%	$34.37	30
2020-Q3	Increased	21,268	+4.8%	$757,000	0.0%	$32.24	26
2020-Q2	Increased	20,296	+22.2%	$682,000	0.0%	$30.41	30
2020-Q1	Decreased	16,610	-86.9%	$516,000	0.0%	$28.07	0
2019-Q4	New	126,593	-	$4.3M	0.1%	$30.83	37

Other major holders of IBND: Farther Finance Advisors, LLC, JANE STREET GROUP, LLC

IBND27 quarters

IBND
27 quarters