Spire Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
49,492
-16,523
| -25% | -$380K | 0.04% | 342 |
|
|
2025
Q1 | $1.52M | Sell |
66,015
-2,960
| -4% | -$68K | 0.05% | 311 |
|
|
2024
Q4 | $1.59M | Sell |
68,975
-6,817
| -9% | -$157K | 0.05% | 283 |
|
|
2024
Q3 | $1.78M | Buy |
75,792
+9,141
| +14% | +$214K | 0.06% | 255 |
|
|
2024
Q2 | $1.5M | Sell |
66,651
-28,571
| -30% | -$645K | 0.05% | 276 |
|
|
2024
Q1 | $2.17M | Sell |
95,222
-11,459
| -11% | -$261K | 0.04% | 237 |
|
|
2023
Q4 | $2.43M | Sell |
106,681
-21,671
| -17% | -$493K | 0.08% | 205 |
|
|
2023
Q3 | $2.83M | Sell |
128,352
-109,298
| -46% | -$2.41M | 0.11% | 192 |
|
|
2023
Q2 | $5.44M | Sell |
237,650
-11,620
| -5% | -$266K | 0.2% | 99 |
|
|
2023
Q1 | $5.83M | Buy |
249,270
+97,938
| +65% | +$2.29M | 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% | -$4M | 0.36% | 70 |
|
|
2022
Q2 | $10.4M | Sell |
434,305
-206,592
| -32% | -$4.94M | 0.43% | 58 |
|
|
2022
Q1 | $16.1M | Buy |
640,897
+114,729
| +22% | +$2.88M | 0.43% | 56 |
|
|
2021
Q4 | $14M | Buy |
526,168
+35,700
| +7% | +$952K | 0.31% | 88 |
|
|
2021
Q3 | $13M | Sell |
490,468
-52,428
| -10% | -$1.39M | 0.34% | 80 |
|
|
2021
Q2 | $14.5M | Buy |
542,896
+45,832
| +9% | +$1.22M | 0.39% | 63 |
|
|
2021
Q1 | $12.9M | Buy |
+497,064
| New | +$12.9M | 0.34% | 79 |
|