ISHARES TR

Ticker: SHY CUSIP: 464287457 Class: ETF

SageView Advisory Group, LLC's Holding History (CIK: 0001914558)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 14,034 Value ($000) $1,162 Avg Close — Range —
Q3 2025
Shares 15,530 Value ($000) $1,288 Avg Close — Range —
Q2 2025
Shares 18,952 Value ($000) $1,564 Avg Close — Range —
Q1 2025
Shares 11,574 Value ($000) $958 Avg Close — Range —
Q4 2024
Shares 10,966 Value ($000) $899 Avg Close — Range —
Q3 2024
Shares 4,800 Value ($000) $399 Avg Close — Range —
Q2 2024
Shares 9,095 Value ($000) $743 Avg Close — Range —
Q4 2023
Shares 7,423 Value ($000) $610 Avg Close — Range —
Q3 2023
Shares 107,845 Value ($000) $8,732 Avg Close — Range —
Q2 2023
Shares 110,758 Value ($000) $8,980 Avg Close — Range —
Q1 2023
Shares 112,227 Value ($000) $9,221 Avg Close — Range —
Q4 2022
Shares 9,900 Value ($000) $804 Avg Close — Range —