Back to AE Wealth Management LLC AE Wealth Management LLC

IEFIEF
Showing 8 of 30 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in ISHARES 7-10 YEAR TREASURY B

AE Wealth Management LLC holds 83,781 shares of IEF (ISHARES 7-10 YEAR TREASURY B), worth $7.9M as of 2026-Q2. The position was increased (+20.3% shares). IEF represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$7.9M

Current Shares

83,781

Total Value Change

+$5M

Total Shares Change

+54,485

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
83,781
+20.3%
$7.9M0.0%$93.94
33
2026-Q1
Decreased
69,657
-25.0%
$6.6M0.0%$93.86
0
2025-Q4
Increased
92,875
+85.5%
$8.9M0.1%$93.99
43
2025-Q3
Increased
50,065
+95.9%
$4.8M0.0%$93.12
43
2025-Q2
Decreased
25,552
-30.8%
$2.4M0.0%$91.56
0
2025-Q1
Decreased
36,901
-20.0%
$3.5M0.0%$90.30
0
2024-Q4
Increased
46,107
+57.4%
$4.3M0.0%$87.00
38
2024-Q3
Increased
29,296
+2.1%
$2.9M0.0%$91.20
27

Other major holders of IEF: BNP PARIBAS FINANCIAL MARKETS, Fisher Asset Management, LLC

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