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Spire Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Spire Wealth Management’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.58M Buy
69,164
+2,229
+3% +$50.8K 0.05% 314
2026
Q1 		$1.53M Buy
66,935
+15,365
+30% +$354K 0.05% 310
2025
Q4 		$1.19M Buy
51,570
+84
+0.2% +$1.95K 0.04% 360
2025
Q3 		$1.19M Buy
51,486
+1,994
+4% +$45.7K 0.04% 345
2025
Q2 		$1.14M Sell
49,492
-16,523
-25% -$376K 0.04% 342
2025
Q1 		$1.52M Sell
66,015
-2,960
-4% -$67.1K 0.05% 311
2024
Q4 		$1.59M Sell
68,975
-6,817
-9% -$156K 0.05% 283
2024
Q3 		$1.78M Buy
75,792
+9,141
+14% +$212K 0.06% 255
2024
Q2 		$1.5M Sell
66,651
-28,571
-30% -$641K 0.05% 276
2024
Q1 		$2.17M Sell
95,222
-11,459
-11% -$260K 0.04% 237
2023
Q4 		$2.43M Sell
106,681
-21,671
-17% -$482K 0.08% 205
2023
Q3 		$2.83M Sell
128,352
-109,298
-46% -$2.46M 0.11% 192
2023
Q2 		$5.44M Sell
237,650
-11,620
-5% -$270K 0.2% 99
2023
Q1 		$5.83M Buy
249,270
+97,938
+65% +$2.26M 0.23% 98
2022
Q4 		$3.44M Sell
151,332
-107,355
-41% -$2.44M 0.19% 113
2022
Q3 		$5.89M Sell
258,687
-175,618
-40% -$4.16M 0.36% 70
2022
Q2 		$10.4M Sell
434,305
-206,592
-32% -$4.97M 0.43% 58
2022
Q1 		$16.1M Buy
640,897
+114,729
+22% +$2.94M 0.43% 56
2021
Q4 		$14M Buy
526,168
+35,700
+7% +$945K 0.31% 88
2021
Q3 		$13M Sell
490,468
-52,428
-10% -$1.4M 0.34% 80
2021
Q2 		$14.4M Buy
542,896
+45,832
+9% +$1.21M 0.39% 63
2021
Q1 		$12.9M Buy
+497,064
New +$13.3M 0.34% 79

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

Spire Wealth Management's GOVT Position: Q2 2026 in Review

Spire Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 3.3% in Q2 2026, buying an estimated $50.8K and bringing the position to 69,164 shares worth $1.58M. The position accounts for 0.05% of the portfolio, ranked #314.

Spire Wealth Management first reported a position in GOVT in Q1 2021 and has held it in 22 quarters since. The position peaked at $16.1M in Q1 2022. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Spire Wealth Management held 69,164 shares of iShares US Treasury Bond ETF worth $1.58M as of Q2 2026.
  • Spire Wealth Management bought 2,229 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $50.8K.
  • iShares US Treasury Bond ETF made up 0.05% of Spire Wealth Management's portfolio in Q2 2026, its #314 holding.
  • Spire Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares US Treasury Bond ETF position peaked at $16.1M in Q1 2022.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.