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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in ISHARES TR

AE Wealth Management LLC holds 34,470 shares of SHV (ISHARES TR), worth $3.8M as of 2026-Q2. The position was decreased (-24.6% shares). SHV represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$3.8M

Current Shares

34,470

Total Value Change

-$1.1M

Total Shares Change

-10,003

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
34,470
-24.6%
$3.8M0.0%$109.69
0
2026-Q1
Increased
45,709
+266.3%
$5M0.0%$108.76
43
2025-Q4
Decreased
12,480
-66.6%
$1.4M0.0%$107.89
0
2025-Q3
Decreased
37,379
-9.0%
$4.1M0.0%$106.81
0
2025-Q2
Increased
41,095
+85.1%
$4.5M0.0%$105.64
42
2025-Q1
Decreased
22,197
-55.0%
$2.5M0.0%$104.58
0
2024-Q4
Increased
49,285
+10.8%
$5.4M0.0%$103.53
30
2024-Q3
Increased
44,473
+12.8%
$4.9M0.0%$102.37
30

Other major holders of SHV: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc.

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