SWM
Spire Wealth Management’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87M | Buy |
1,888,940
+1,751,742
| +1,277% | +$80.7M | 3.12% | 3 |
|
|
2025
Q1 | $6.32M | Sell |
137,198
-7,843
| -5% | -$361K | 0.2% | 103 |
|
|
2024
Q4 | $6.56M | Sell |
145,041
-7,975
| -5% | -$360K | 0.2% | 105 |
|
|
2024
Q3 | $7.21M | Buy |
153,016
+8,787
| +6% | +$414K | 0.24% | 88 |
|
|
2024
Q2 | $6.52M | Sell |
144,229
-262,545
| -65% | -$11.9M | 0.23% | 93 |
|
|
2024
Q1 | $18.5M | Buy |
406,774
+72,713
| +22% | +$3.31M | 0.34% | 68 |
|
|
2023
Q4 | $15.2M | Sell |
334,061
-8,730
| -3% | -$398K | 0.5% | 41 |
|
|
2023
Q3 | $15M | Buy |
342,791
+74,003
| +28% | +$3.24M | 0.57% | 36 |
|
|
2023
Q2 | $12.2M | Sell |
268,788
-4,874
| -2% | -$222K | 0.45% | 46 |
|
|
2023
Q1 | $12.6M | Buy |
273,662
+146,124
| +115% | +$6.74M | 0.49% | 40 |
|
|
2022
Q4 | $5.73M | Sell |
127,538
-10,856
| -8% | -$488K | 0.32% | 73 |
|
|
2022
Q3 | $6.16M | Sell |
138,394
-124,013
| -47% | -$5.52M | 0.37% | 65 |
|
|
2022
Q2 | $12.3M | Sell |
262,407
-126,719
| -33% | -$5.93M | 0.51% | 45 |
|
|
2022
Q1 | $19.3M | Buy |
389,126
+129,640
| +50% | +$6.44M | 0.52% | 38 |
|
|
2021
Q4 | $13.7M | Buy |
259,486
+21,053
| +9% | +$1.11M | 0.3% | 95 |
|
|
2021
Q3 | $12.7M | Buy |
238,433
+24,373
| +11% | +$1.3M | 0.34% | 84 |
|
|
2021
Q2 | $11.5M | Buy |
214,060
+71,537
| +50% | +$3.83M | 0.31% | 89 |
|
|
2021
Q1 | $7.54M | Buy |
+142,523
| New | +$7.54M | 0.2% | 123 |
|