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Sagespring Wealth Partners’s iShares Silver Trust SLV Stock Holding History

Sagespring Wealth Partners’s Portfolio SLV Stock Details SLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,147
Closed -$283K – 867
2026
Q1 		$283K Buy
4,147
+75
+2% +$5.7K 0.01% 682
2025
Q4 		$262K Buy
+4,072
New +$204K ﹤0.01% 668

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Commonwealth Equity Services
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MML Investors Services
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Cambridge Investment Research Advisors
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Truist Financial
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SCB
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VSI
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Sagespring Wealth Partners's SLV Position: Q2 2026 in Review

Sagespring Wealth Partners sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 4,147 shares — an estimated $283K sold.

Sagespring Wealth Partners first reported a position in SLV in Q4 2025 and held it in 2 quarters. The position peaked at $283K in Q1 2026. 999 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Sagespring Wealth Partners reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 4,147 iShares Silver Trust shares in Q2 2026, an estimated $283K.
  • Sagespring Wealth Partners first reported a position in iShares Silver Trust in Q4 2025 and held it in 2 quarters.
  • Sagespring Wealth Partners's iShares Silver Trust position peaked at $283K in Q1 2026.
  • 999 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.