AE Wealth Management LLC

Position in CMBS — iShares CMBS ETF

CIK 1697723 TOPEKA, KS

All Filings in CMBS

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 CMBS	$25,513,980	523,579	+6.7%	Shares	Other	2026-05-13
2025-12-31 CMBS	$24,075,976	490,546	+13.7%	Shares	Other	2026-01-26
2025-09-30 CMBS	$21,174,809	431,523	+8.4%	Shares	Other	2025-11-03
2025-06-30 CMBS	$19,389,518	397,979	+6.4%	Shares	Other	2025-08-06
2025-03-31 CMBS	$17,952,336	374,007	+6.6%	Shares	Other	2025-05-06
2024-12-31 CMBS	$16,553,686	350,714	+14.1%	Shares	Other	2025-02-13
2024-09-30 CMBS	$15,046,061	307,502	-7.0%	Shares	Other	2024-11-14
2024-06-30 CMBS	$15,526,213	330,697	+16.5%	Shares	Other	2024-08-12
2024-03-31 CMBS	$13,368,902	283,841	+14.7%	Shares	Other	2024-05-15
2023-12-31 CMBS	$11,578,887	247,465	+16.6%	Shares	Sole	2024-02-14
2023-09-30 CMBS	$9,557,172	212,193	+40.1%	Shares	Sole	2023-10-11
2023-06-30 CMBS	$6,947,973	151,504	-11.3%	Shares	Sole	2023-07-10
2023-03-31 CMBS	$7,885,833	170,726	+17.4%	Shares	Sole	2023-04-14
2022-12-31 CMBS	$6,676,461	145,425	+17.7%	Shares	Sole	2023-01-31
2022-09-30 CMBS	$5,666,693	123,592	-5.4%	Shares	Sole	2022-10-25
2022-06-30 CMBS	$6,284,272	130,623	-6.4%	Shares	Sole	2022-08-03
2022-03-31 CMBS	$6,957,963	139,578	-5.9%	Shares	Sole	2022-04-18
2021-12-31 CMBS	$7,866,152	148,334	+0.3%	Shares	Sole	2022-01-20
2021-09-30 CMBS	$7,992,608	147,847	+6.3%	Shares	Sole	2021-11-01
2021-06-30 CMBS	$7,565,345	139,120	+20.2%	Shares	Sole	2021-07-21
2021-03-31 CMBS	$6,234,618	115,756	+25.7%	Shares	Sole	2021-04-27
2020-12-31 CMBS	$5,093,735	92,061	+13.0%	Shares	Sole	2021-02-01
2020-09-30 CMBS	$4,525,157	81,505	+0.6%	Shares	Sole	2020-11-06
2020-06-30 CMBS	$4,451,430	81,053	+107.5%	Shares	Sole	2020-08-05
2020-03-31 CMBS	$2,096,755	39,053	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.