SWM
Spire Wealth Management’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.69M | Buy |
42,458
+2,182
| +5% | +$241K | 0.17% | 116 |
|
|
2025
Q1 | $4.45M | Buy |
40,276
+4,413
| +12% | +$487K | 0.14% | 141 |
|
|
2024
Q4 | $3.95M | Buy |
35,863
+1,012
| +3% | +$111K | 0.12% | 149 |
|
|
2024
Q3 | $3.86M | Sell |
34,851
-13,195
| -27% | -$1.46M | 0.13% | 138 |
|
|
2024
Q2 | $5.31M | Buy |
48,046
+9,130
| +23% | +$1.01M | 0.19% | 112 |
|
|
2024
Q1 | $4.3M | Buy |
38,916
+2,078
| +6% | +$230K | 0.08% | 176 |
|
|
2023
Q4 | $4.07M | Sell |
36,838
-484,949
| -93% | -$53.5M | 0.13% | 170 |
|
|
2023
Q3 | $57.6M | Sell |
521,787
-14,760
| -3% | -$1.63M | 2.19% | 4 |
|
|
2023
Q2 | $59.3M | Sell |
536,547
-16,052
| -3% | -$1.77M | 2.19% | 5 |
|
|
2023
Q1 | $61.1M | Buy |
552,599
+95,575
| +21% | +$10.6M | 2.38% | 5 |
|
|
2022
Q4 | $50.2M | Sell |
457,024
-13,994
| -3% | -$1.54M | 2.83% | 5 |
|
|
2022
Q3 | $51.8M | Buy |
471,018
+208,372
| +79% | +$22.9M | 3.15% | 5 |
|
|
2022
Q2 | $28.9M | Buy |
262,646
+255,144
| +3,401% | +$28.1M | 1.19% | 12 |
|
|
2022
Q1 | $827K | Buy |
7,502
+2,324
| +45% | +$256K | 0.02% | 432 |
|
|
2021
Q4 | $572K | Sell |
5,178
-3,877
| -43% | -$428K | 0.01% | 649 |
|
|
2021
Q3 | $1M | Sell |
9,055
-1,751
| -16% | -$193K | 0.03% | 417 |
|
|
2021
Q2 | $1.19M | Sell |
10,806
-1,979
| -15% | -$219K | 0.03% | 378 |
|
|
2021
Q1 | $1.41M | Buy |
+12,785
| New | +$1.41M | 0.04% | 360 |
|