Back to AE Wealth Management LLC AE Wealth Management LLC

IBTDIBTD
5 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in iShares iBonds Dec 2023 Term Tr

AE Wealth Management LLC previously held 0 shares of IBTD (iShares iBonds Dec 2023 Term Tr), worth $0 as of 2023-Q4.

Final Value

$0

Final Shares

0

Total Value Change

-$1.8M

Total Shares Change

-70,930

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2023-Q4
Latest
Exited
0
-100.0%
$00.0%$24.67
0
2023-Q3
Decreased
339,027
-36.4%
$8.4M0.1%$24.50
0
2023-Q2
Decreased
533,353
-37.1%
$13.2M0.1%$24.18
0
2023-Q1
Increased
847,924
+1095.4%
$21M0.1%$23.93
55
2022-Q4
New
70,930
-
$1.8M0.0%$23.67
36

Other major holders of IBTD: CAPTRUST FINANCIAL ADVISORS, Rockefeller Capital Management L.P.

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