Position history for AE Wealth Management LLC's holdings in ISHARES TR
AE Wealth Management LLC holds 558,877 shares of TLT (ISHARES TR), worth $48.4M as of 2026-Q1. The position was increased (+145.0% shares). TLT represents 0.3% of AE Wealth Management LLC's portfolio.
Current Value
$48.4M
Current Shares
558,877
Total Value Change
+$21.4M
Total Shares Change
+264,323
Other major holders of TLT: BANK OF AMERICA CORP /DE/
Increased |
| 558,877 |
+145.0% |
| $48.4M |
| 0.3% |
| $89.43 |
56 |
| 2025-Q4 | Increased | 228,142 | +14.9% | $19.9M | 0.1% | $87.53 | 39 |
| 2025-Q3 | Increased | 198,486 | +80.7% | $17.7M | 0.1% | $88.00 | 52 |
| 2025-Q2 | Decreased | 109,838 | -20.7% | $9.7M | 0.1% | $84.83 | 0 |
| 2025-Q1 | Decreased | 138,517 | -44.0% | $12.6M | 0.1% | $86.55 | 0 |
| 2024-Q4 | Decreased | 247,279 | -14.9% | $21.6M | 0.2% | $83.74 | 0 |
| 2024-Q3 | Decreased | 290,649 | -1.3% | $28.5M | 0.3% | $92.71 | 0 |
| 2024-Q2 | Decreased | 294,554 | -38.8% | $27M | 0.3% | $85.48 | 0 |