ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 12,480 Value ($000) $1,375 Avg Close — Range —
Q3 2025
Shares 37,379 Value ($000) $4,130 Avg Close — Range —
Q2 2025
Shares 41,095 Value ($000) $4,538 Avg Close — Range —
Q1 2025
Shares 22,197 Value ($000) $2,452 Avg Close — Range —
Q4 2024
Shares 49,285 Value ($000) $5,427 Avg Close — Range —
Q3 2024
Shares 44,473 Value ($000) $4,920 Avg Close — Range —
Q2 2024
Shares 39,414 Value ($000) $4,355 Avg Close — Range —
Q1 2024
Shares 28,861 Value ($000) $3,190 Avg Close — Range —
Q4 2023
Shares 233,069 Value ($000) $25,759 Avg Close — Range —
Q3 2023
Shares 99,464 Value ($000) $10,988 Avg Close — Range —
Q2 2023
Shares 176,021 Value ($000) $19,442 Avg Close — Range —
Q1 2023
Shares 843,007 Value ($000) $93,152 Avg Close — Range —
Q4 2022
Shares 634,778 Value ($000) $69,775 Avg Close — Range —
Q3 2022
Shares 1,088,225 Value ($000) $119,705 Avg Close — Range —
Q2 2022
Shares 726,552 Value ($000) $79,993 Avg Close — Range —
Q1 2022
Shares 216,571 Value ($000) $23,877 Avg Close — Range —
Q4 2021
Shares 18,385 Value ($000) $2,030 Avg Close — Range —
Q3 2021
Shares 19,379 Value ($000) $2,141 Avg Close — Range —
Q2 2021
Shares 19,185 Value ($000) $2,120 Avg Close — Range —
Q1 2021
Shares 298,013 Value ($000) $32,933 Avg Close — Range —
Q4 2020
Shares 30,602 Value ($000) $3,382 Avg Close — Range —
Q3 2020
Shares 27,511 Value ($000) $3,045 Avg Close — Range —
Q2 2020
Shares 831,552 Value ($000) $92,086 Avg Close — Range —
Q1 2020
Shares 2,358,557 Value ($000) $261,847 Avg Close — Range —
Q4 2019
Shares 16,082 Value ($000) $1,776 Avg Close — Range —
Q3 2019
Shares 6,825 Value ($000) $755 Avg Close — Range —
Q2 2019
Shares 22,132 Value ($000) $2,449 Avg Close — Range —