ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 87,390 Value ($000) $9,626 Avg Close Range
Q3 2025
Shares 111,905 Value ($000) $12,364 Avg Close Range
Q2 2025
Shares 189,762 Value ($000) $20,954 Avg Close Range
Q1 2025
Shares 251,422 Value ($000) $27,772 Avg Close Range
Q4 2024
Shares 169,840 Value ($000) $18,701 Avg Close Range
Q3 2024
Shares 255,453 Value ($000) $28,261 Avg Close Range
Q2 2024
Shares 266,919 Value ($000) $29,495 Avg Close Range
Q1 2024
Shares 255,090 Value ($000) $28,198 Avg Close Range
Q4 2023
Shares 239,811 Value ($000) $26,410 Avg Close Range
Q3 2023
Shares 138,573 Value ($000) $15,308 Avg Close Range
Q2 2023
Shares 168,283 Value ($000) $18,587 Avg Close Range
Q1 2023
Shares 156,293 Value ($000) $17,270 Avg Close Range
Q4 2022
Shares 114,257 Value ($000) $12,559 Avg Close Range
Q3 2022
Shares 24,508 Value ($000) $2,696 Avg Close Range
Q2 2022
Shares 41,468 Value ($000) $4,566 Avg Close Range
Q1 2022
Shares 60,467 Value ($000) $6,666 Avg Close Range
Q4 2021
Shares 61,137 Value ($000) $6,751 Avg Close Range
Q3 2021
Shares 76,039 Value ($000) $8,400 Avg Close Range
Q2 2021
Shares 86,540 Value ($000) $9,562 Avg Close Range
Q1 2021
Shares 113,856 Value ($000) $12,582,182 Avg Close Range
Q4 2020
Shares 125,039 Value ($000) $13,821 Avg Close Range
Q3 2020
Shares 149,876 Value ($000) $16,591 Avg Close Range
Q2 2020
Shares 144,306 Value ($000) $15,980 Avg Close Range
Q1 2020
Shares 119,474 Value ($000) $13,264 Avg Close Range
Q4 2019
Shares 101,130 Value ($000) $11,170 Avg Close Range
Q3 2019
Shares 96,093 Value ($000) $10,629 Avg Close Range
Q2 2019
Shares 98,808 Value ($000) $10,933 Avg Close Range
Q1 2019
Shares 69,757 Value ($000) $7,713 Avg Close Range
Q4 2018
Shares 62,310 Value ($000) $6,872 Avg Close Range
Q3 2018
Shares 48,746 Value ($000) $5,384 Avg Close Range
Q2 2018
Shares 41,669 Value ($000) $4,602 Avg Close Range
Q1 2018
Shares 203 Value ($000) $22 Avg Close Range
Q1 2017
Shares 178 Value ($000) $19 Avg Close Range