IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 60,000 shares; 2024Q3: 150,000 shares; 2024Q4: 210,000 shares; 2025Q1: 290,000 shares; 2025Q2: 290,000 shares 290,000 $27.8M 9.07% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 140,000 shares; 2024Q3: 195,000 shares; 2024Q4: 395,000 shares; 2025Q1: 395,000 shares; 2025Q2: 395,000 shares 395,000 $23.6M 7.71% 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 50,000 shares; 2024Q3: 80,000 shares; 2024Q4: 170,000 shares; 2025Q1: 170,000 shares; 2025Q2: 170,000 shares 170,000 $18.8M 6.13% 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 45,000 shares; 2024Q3: 130,000 shares; 2024Q4: 150,000 shares; 2025Q1: 150,000 shares; 2025Q2: 150,000 shares 150,000 $17.9M 5.83% 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 80,000 shares; 2024Q3: 120,000 shares; 2024Q4: 205,000 shares; 2025Q1: 205,000 shares; 2025Q2: 205,000 shares 205,000 $17M 5.55% 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 110,000 shares; 2024Q3: 165,000 shares; 2024Q4: 580,000 shares; 2025Q1: 580,000 shares; 2025Q2: 580,000 shares 580,000 $13.2M 4.31% 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,000 shares; 2025Q2: 21,000 shares 21,000 $13M 4.26% 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 130,000 shares; 2024Q3: 130,000 shares; 2024Q4: 240,000 shares; 2025Q1: 240,000 shares; 2025Q2: 240,000 shares 240,000 $12.8M 4.18% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,900 shares; 2025Q2: 19,900 shares 19,900 $12.3M 4.01% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 90,000 shares; 2024Q3: 90,000 shares; 2024Q4: 126,000 shares; 2025Q1: 126,000 shares; 2025Q2: 126,000 shares 126,000 $10.4M 3.41% 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; 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; 2025Q2: 53,000 shares 53,000 $9.37M 3.06% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 55,000 shares; 2024Q2: not reported; 2024Q3: 67,000 shares; 2024Q4: 51,300 shares; 2025Q1: 65,300 shares; 2025Q2: 65,300 shares 65,300 $8.86M 2.89% 0 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; 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; 2025Q2: 108,249 shares 108,249 $8.77M 2.86% 0 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; 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; 2025Q2: 325,000 shares 325,000 $8.61M 2.81% 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; 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; 2025Q2: 163,200 shares 163,200 $8.54M 2.79% -13,000 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 110,000 shares; 2024Q3: 180,000 shares; 2024Q4: 250,000 shares; 2025Q1: 250,000 shares; 2025Q2: 250,000 shares 250,000 $8.39M 2.74% 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 97,000 shares; 2024Q4: 157,000 shares; 2025Q1: 157,000 shares; 2025Q2: 157,000 shares 157,000 $8.28M 2.7% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 65,000 shares 65,000 $7.62M 2.49% -10,000 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 57,075 shares 57,075 $7.58M 2.47% +3,475 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 69,397 shares 69,397 $6.99M 2.28% 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; 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; 2025Q2: 145,000 shares 145,000 $6.9M 2.25% 0 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 260,000 shares; 2025Q1: 260,000 shares; 2025Q2: 260,000 shares 260,000 $6.84M 2.23% 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; 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; 2025Q2: 46,906 shares 46,906 $6.25M 2.04% +1,906 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; 2023Q3: restricted; 2023Q4: 105,000 shares; 2024Q1: 155,000 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 107,300 shares; 2025Q1: 70,199 shares; 2025Q2: 70,199 shares 70,199 $5.73M 1.87% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 50,000 shares 50,000 $5.66M 1.85% 0 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; 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; 2025Q2: 199,694 shares 199,694 $5.53M 1.8% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,000 shares; 2024Q4: 34,000 shares; 2025Q1: 20,000 shares; 2025Q2: 28,000 shares 28,000 $5.47M 1.79% +8,000 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; 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; 2025Q2: 122,394 shares 122,394 $5.19M 1.7% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 80,000 shares 80,000 $5.12M 1.67% +40,000 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100,000 shares; 2024Q3: 115,000 shares; 2024Q4: 158,000 shares; 2025Q1: 70,000 shares; 2025Q2: 70,000 shares 70,000 $3.8M 1.24% 0 Timeline