Spire Wealth Management’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Spire Wealth Management’s Portfolio ILTB Stock Details ILTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-172	Closed	-$8.79K	–	2306
2024 Q1	$8.79K	Hold	172	–	–	﹤0.01%	1752
2023 Q4	$8.75K	Hold	172	–	–	﹤0.01%	1795
2023 Q3	$8.13K	Hold	172	–	–	﹤0.01%	1792
2023 Q2	$9.05K	Hold	172	–	–	﹤0.01%	1846
2023 Q1	$9.24K	Hold	172	–	–	﹤0.01%	1879
2022 Q4	$9K	Hold	172	–	–	﹤0.01%	1658
2022 Q3	$9K	Hold	172	–	–	﹤0.01%	1595
2022 Q2	$10K	Hold	172	–	–	﹤0.01%	1915
2022 Q1	$11K	Hold	172	–	–	﹤0.01%	1998
2021 Q4	$12K	Hold	172	–	–	﹤0.01%	2308
2021 Q3	$12K	Hold	172	–	–	﹤0.01%	2041
2021 Q2	$12K	Hold	172	–	–	﹤0.01%	2056
2021 Q1	$12K	Buy	+172	New	+$12.3K	﹤0.01%	2350

Other funds holding ILTB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Spire Wealth Management's ILTB Position: Q2 2024 in Review

Spire Wealth Management sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2024, closing a stake of 172 shares — an estimated $8.79K sold.

Spire Wealth Management first reported a position in ILTB in Q1 2021 and held it in 13 quarters. The position peaked at $12K in Q4 2021. 86 funds tracked by Wall St. Rank hold ILTB as of Q2 2024.

Spire Wealth Management reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 172 iShares Core 10+ Year USD Bond ETF shares in Q2 2024, an estimated $8.79K.
Spire Wealth Management first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2021 and held it in 13 quarters.
Spire Wealth Management's iShares Core 10+ Year USD Bond ETF position peaked at $12K in Q4 2021.
86 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.