IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 60,000 shares; 2024Q3: 150,000 shares; 2024Q4: 210,000 shares; 2025Q1: 290,000 shares 290,000 $27.7M 8.91% +80,000 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 140,000 shares; 2024Q3: 195,000 shares; 2024Q4: 395,000 shares; 2025Q1: 395,000 shares 395,000 $23.5M 7.56% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 50,000 shares; 2024Q3: 80,000 shares; 2024Q4: 170,000 shares; 2025Q1: 170,000 shares 170,000 $18.8M 6.05% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 45,000 shares; 2024Q3: 130,000 shares; 2024Q4: 150,000 shares; 2025Q1: 150,000 shares 150,000 $17.7M 5.71% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 80,000 shares; 2024Q3: 120,000 shares; 2024Q4: 205,000 shares; 2025Q1: 205,000 shares 205,000 $17M 5.46% 0 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 110,000 shares; 2024Q3: 165,000 shares; 2024Q4: 580,000 shares; 2025Q1: 580,000 shares 580,000 $13M 4.2% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 130,000 shares; 2024Q3: 130,000 shares; 2024Q4: 240,000 shares; 2025Q1: 240,000 shares 240,000 $12.6M 4.06% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,000 shares 21,000 $11.8M 3.8% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,900 shares 19,900 $11.1M 3.59% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 90,000 shares; 2024Q3: 90,000 shares; 2024Q4: 126,000 shares; 2025Q1: 126,000 shares 126,000 $10.3M 3.32% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,000 shares; 2024Q1: 20,000 shares; 2024Q2: 30,000 shares; 2024Q3: 47,000 shares; 2024Q4: 38,000 shares; 2025Q1: 53,000 shares 53,000 $9.15M 2.95% +15,000 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 120,000 shares; 2024Q2: 105,000 shares; 2024Q3: 80,000 shares; 2024Q4: 235,000 shares; 2025Q1: 325,000 shares 325,000 $9.09M 2.93% +90,000 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 72,000 shares; 2024Q1: 95,000 shares; 2024Q2: not reported; 2024Q3: 79,000 shares; 2024Q4: 75,000 shares; 2025Q1: 75,000 shares 75,000 $9.08M 2.93% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 30,000 shares; 2024Q2: 50,000 shares; 2024Q3: 73,000 shares; 2024Q4: 125,000 shares; 2025Q1: 176,200 shares 176,200 $9M 2.9% +51,200 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 55,000 shares; 2024Q2: not reported; 2024Q3: 67,000 shares; 2024Q4: 51,300 shares; 2025Q1: 65,300 shares 65,300 $8.86M 2.85% +14,000 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 90,000 shares; 2024Q1: 150,000 shares; 2024Q2: not reported; 2024Q3: 71,316 shares; 2024Q4: 120,249 shares; 2025Q1: 108,249 shares 108,249 $8.84M 2.85% -12,000 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 110,000 shares; 2024Q3: 180,000 shares; 2024Q4: 250,000 shares; 2025Q1: 250,000 shares 250,000 $8.31M 2.68% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 97,000 shares; 2024Q4: 157,000 shares; 2025Q1: 157,000 shares 157,000 $8.22M 2.65% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 130,000 shares; 2024Q1: 190,000 shares; 2024Q2: 190,000 shares; 2024Q3: 145,000 shares; 2024Q4: 145,000 shares; 2025Q1: 145,000 shares 145,000 $7.28M 2.35% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 57,500 shares; 2024Q1: 100,000 shares; 2024Q2: 20,000 shares; 2024Q3: 57,000 shares; 2024Q4: 49,000 shares; 2025Q1: 53,600 shares 53,600 $7.2M 2.32% +4,600 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 106,000 shares; 2024Q2: 62,191 shares; 2024Q3: 70,000 shares; 2024Q4: 31,000 shares; 2025Q1: 69,397 shares 69,397 $7.09M 2.28% +38,397 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 260,000 shares; 2025Q1: 260,000 shares 260,000 $6.09M 1.96% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46,000 shares; 2024Q1: 20,000 shares; 2024Q2: not reported; 2024Q3: 59,981 shares; 2024Q4: 51,000 shares; 2025Q1: 45,000 shares 45,000 $5.8M 1.87% -6,000 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 105,000 shares; 2024Q1: 155,000 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 107,300 shares; 2025Q1: 70,199 shares 70,199 $5.54M 1.78% -37,101 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 75,000 shares; 2024Q1: 175,000 shares; 2024Q2: 115,000 shares; 2024Q3: 75,000 shares; 2024Q4: 72,000 shares; 2025Q1: 122,394 shares 122,394 $5.42M 1.74% +50,394 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,000 shares; 2024Q1: 97,000 shares; 2024Q2: not reported; 2024Q3: 78,000 shares; 2024Q4: 65,000 shares; 2025Q1: 50,000 shares 50,000 $5.33M 1.72% -15,000 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 100,000 shares; 2024Q2: 50,000 shares; 2024Q3: 72,000 shares; 2024Q4: 240,000 shares; 2025Q1: 199,694 shares 199,694 $5.31M 1.71% -40,306 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 49,000 shares; 2024Q1: 69,000 shares; 2024Q2: 35,000 shares; 2024Q3: 30,000 shares; 2024Q4: 56,624 shares; 2025Q1: 25,000 shares 25,000 $4.27M 1.38% -31,624 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 116,000 shares; 2024Q1: 400,000 shares; 2024Q2: 240,000 shares; 2024Q3: 323,770 shares; 2024Q4: 265,000 shares; 2025Q1: 135,000 shares 135,000 $4.19M 1.35% -130,000 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,000 shares; 2024Q4: 34,000 shares; 2025Q1: 20,000 shares 20,000 $3.81M 1.23% -14,000 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100,000 shares; 2024Q3: 115,000 shares; 2024Q4: 158,000 shares; 2025Q1: 70,000 shares 70,000 $3.73M 1.2% -88,000 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 83,000 shares; 2024Q1: 50,000 shares; 2024Q2: 80,000 shares; 2024Q3: 118,000 shares; 2024Q4: 128,000 shares; 2025Q1: 40,000 shares 40,000 $2.95M 0.95% -88,000 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 95,000 shares; 2024Q1: 210,000 shares; 2024Q2: not reported; 2024Q3: 99,000 shares; 2024Q4: 105,000 shares; 2025Q1: 40,000 shares 40,000 $2.47M 0.8% -65,000 Timeline