Spire Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.53M | Sell |
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|
2025
Q2 | $4.69M | Buy |
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|
2025
Q1 | $4.45M | Buy |
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|
2024
Q4 | $3.95M | Buy |
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|
2024
Q3 | $3.86M | Sell |
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|
2024
Q2 | $5.31M | Buy |
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|
2024
Q1 | $4.3M | Buy |
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|
2023
Q4 | $4.07M | Sell |
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|
2023
Q3 | $57.6M | Sell |
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|
2023
Q2 | $59.3M | Sell |
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|
2023
Q1 | $61.1M | Buy |
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|
2022
Q4 | $50.2M | Sell |
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|
2022
Q3 | $51.8M | Buy |
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|
2022
Q2 | $28.9M | Buy |
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|
2022
Q1 | $827K | Buy |
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|
2021
Q4 | $572K | Sell |
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|
2021
Q3 | $1M | Sell |
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|
2021
Q2 | $1.19M | Sell |
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|
2021
Q1 | $1.41M | Buy |
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