IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,365 shares; 2025Q4: 114,358 shares; 2026Q1: 182,943 shares; 2026Q2: 205,477 shares 205,477 $6.41M 11.86% +22,534 Timeline SPLV 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,364 shares; 2026Q1: 57,754 shares; 2026Q2: 73,385 shares 73,385 $5.5M 10.18% +15,631 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 54,007 shares; 2025Q1: 37,425 shares; 2025Q2: 38,076 shares; 2025Q3: 43,667 shares; 2025Q4: 39,755 shares; 2026Q1: 60,551 shares; 2026Q2: 67,106 shares 67,106 $3.57M 6.61% +6,555 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,096 shares; 2025Q4: 40,456 shares; 2026Q1: 71,781 shares; 2026Q2: 82,740 shares 82,740 $3.39M 6.28% +10,959 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 56,180 shares; 2025Q1: 32,669 shares; 2025Q2: 31,901 shares; 2025Q3: 31,473 shares; 2025Q4: 27,282 shares; 2026Q1: 37,604 shares; 2026Q2: 42,182 shares 42,182 $3.17M 5.87% +4,578 Timeline BCIL EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 748,934 shares; 2025Q1: 873,188 shares; 2025Q2: not reported; 2025Q3: 19,634 shares; 2025Q4: 38,842 shares; 2026Q1: 65,406 shares; 2026Q2: 76,589 shares 76,589 $2.3M 4.25% +11,183 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 66,075 shares; 2025Q1: 40,778 shares; 2025Q2: 39,698 shares; 2025Q3: 38,537 shares; 2025Q4: 31,050 shares; 2026Q1: 30,274 shares; 2026Q2: 32,158 shares 32,158 $2.2M 4.07% +1,884 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,797 shares; 2025Q1: 3,094 shares; 2025Q2: 2,605 shares; 2025Q3: 2,671 shares; 2025Q4: 2,746 shares; 2026Q1: 2,493 shares; 2026Q2: 2,760 shares 2,760 $2.07M 3.83% +267 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,545 shares; 2025Q4: 13,561 shares; 2026Q1: 22,174 shares; 2026Q2: 25,067 shares 25,067 $2.06M 3.81% +2,893 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 57,944 shares; 2025Q1: 43,611 shares; 2025Q2: 42,788 shares; 2025Q3: 38,050 shares; 2025Q4: 26,605 shares; 2026Q1: 34,253 shares; 2026Q2: 37,504 shares 37,504 $1.97M 3.64% +3,251 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,905 shares; 2025Q1: 9,069 shares; 2025Q2: 9,054 shares; 2025Q3: 8,870 shares; 2025Q4: 10,468 shares; 2026Q1: 17,438 shares; 2026Q2: 20,342 shares 20,342 $1.9M 3.51% +2,904 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43,624 shares; 2025Q1: 33,462 shares; 2025Q2: 34,441 shares; 2025Q3: 29,339 shares; 2025Q4: 14,061 shares; 2026Q1: 17,878 shares; 2026Q2: 19,113 shares 19,113 $1.81M 3.35% +1,235 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,155 shares; 2025Q4: 9,155 shares; 2026Q1: 8,239 shares; 2026Q2: 8,239 shares 8,239 $1.75M 3.25% 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; 2024Q3: restricted; 2024Q4: 5,509 shares; 2025Q1: 3,861 shares; 2025Q2: 3,905 shares; 2025Q3: 6,398 shares; 2025Q4: 8,209 shares; 2026Q1: 12,919 shares; 2026Q2: 14,532 shares 14,532 $1.71M 3.16% +1,613 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,429 shares; 2025Q1: 19,429 shares; 2025Q2: 19,424 shares; 2025Q3: 19,424 shares; 2025Q4: 19,424 shares; 2026Q1: 19,409 shares; 2026Q2: 19,409 shares 19,409 $1.5M 2.79% 0 Timeline EELV 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,875 shares; 2026Q2: 50,181 shares 50,181 $1.4M 2.58% +10,306 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,843 shares; 2025Q1: 6,816 shares; 2025Q2: 6,740 shares; 2025Q3: 8,281 shares; 2025Q4: 17,064 shares; 2026Q1: 14,493 shares; 2026Q2: 16,897 shares 16,897 $900K 1.67% +2,404 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,439 shares; 2026Q1: 19,747 shares; 2026Q2: 21,418 shares 21,418 $793K 1.47% +1,671 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,377 shares; 2025Q1: 5,102 shares; 2025Q2: 5,083 shares; 2025Q3: 5,069 shares; 2025Q4: 4,802 shares; 2026Q1: 4,760 shares; 2026Q2: 4,760 shares 4,760 $698K 1.29% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $692K 1.28% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,448 shares; 2026Q2: 11,448 shares 11,448 $688K 1.27% 0 Timeline BCUS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,161,281 shares; 2025Q1: 1,268,443 shares; 2025Q2: not reported; 2025Q3: 9,471 shares; 2025Q4: 12,862 shares; 2026Q1: 13,115 shares; 2026Q2: 16,285 shares 16,285 $603K 1.12% +3,170 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,696 shares; 2026Q2: 3,777 shares 3,777 $527K 0.98% -919 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,607 shares; 2025Q1: 1,878 shares; 2025Q2: 1,574 shares; 2025Q3: 1,532 shares; 2025Q4: 1,346 shares; 2026Q1: 1,284 shares; 2026Q2: 1,349 shares 1,349 $503K 0.93% +65 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,485 shares; 2025Q4: 4,485 shares; 2026Q1: 3,920 shares; 2026Q2: 3,920 shares 3,920 $473K 0.88% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,240 shares; 2025Q1: 3,853 shares; 2025Q2: 3,818 shares; 2025Q3: 3,796 shares; 2025Q4: 3,396 shares; 2026Q1: 3,350 shares; 2026Q2: 3,350 shares 3,350 $458K 0.85% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: 4,400 shares; 2026Q2: 4,400 shares 4,400 $403K 0.75% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,259 shares; 2025Q4: 5,441 shares; 2026Q1: 4,821 shares; 2026Q2: 4,821 shares 4,821 $400K 0.74% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,151 shares; 2025Q1: 2,768 shares; 2025Q2: 2,708 shares; 2025Q3: 2,623 shares; 2025Q4: 1,278 shares; 2026Q1: 1,148 shares; 2026Q2: 1,308 shares 1,308 $378K 0.7% +160 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,312 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 614 shares 614 $357K 0.66% new Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,493 shares; 2025Q1: 26,790 shares; 2025Q2: 28,514 shares; 2025Q3: 21,971 shares; 2025Q4: 6,896 shares; 2026Q1: 6,896 shares; 2026Q2: 6,896 shares 6,896 $345K 0.64% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,768 shares; 2025Q1: 2,559 shares; 2025Q2: 2,230 shares; 2025Q3: 2,168 shares; 2025Q4: 1,052 shares; 2026Q1: 891 shares; 2026Q2: 891 shares 891 $318K 0.59% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,535 shares; 2025Q1: 1,824 shares; 2025Q2: 1,629 shares; 2025Q3: 1,599 shares; 2025Q4: 1,019 shares; 2026Q1: 958 shares; 2026Q2: 958 shares 958 $314K 0.58% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,381 shares; 2025Q2: 1,382 shares; 2025Q3: 1,366 shares; 2025Q4: 1,143 shares; 2026Q1: 1,143 shares; 2026Q2: 1,223 shares 1,223 $311K 0.58% +80 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,521 shares; 2025Q1: 6,129 shares; 2025Q2: 5,412 shares; 2025Q3: 5,015 shares; 2025Q4: 2,926 shares; 2026Q1: 3,115 shares; 2026Q2: 2,775 shares 2,775 $306K 0.57% -340 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,378 shares; 2025Q1: 3,869 shares; 2025Q2: 3,843 shares; 2025Q3: 3,816 shares; 2025Q4: 3,324 shares; 2026Q1: 3,247 shares; 2026Q2: 3,247 shares 3,247 $285K 0.53% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 672 shares; 2026Q1: not reported; 2026Q2: 672 shares 672 $237K 0.44% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,395 shares; 2026Q1: 2,395 shares; 2026Q2: 2,395 shares 2,395 $231K 0.43% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,405 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,453 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,055 shares 1,055 $228K 0.42% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,777 shares; 2025Q1: 1,968 shares; 2025Q2: 1,688 shares; 2025Q3: 1,638 shares; 2025Q4: 1,132 shares; 2026Q1: not reported; 2026Q2: 1,132 shares 1,132 $227K 0.42% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,285 shares; 2025Q1: 2,186 shares; 2025Q2: 1,967 shares; 2025Q3: 1,913 shares; 2025Q4: 898 shares; 2026Q1: not reported; 2026Q2: 946 shares 946 $225K 0.42% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,246 shares; 2025Q1: 1,481 shares; 2025Q2: 1,385 shares; 2025Q3: 1,281 shares; 2025Q4: not reported; 2026Q1: 833 shares; 2026Q2: 731 shares 731 $220K 0.41% -102 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 549 shares 549 $207K 0.38% new Timeline