SWM
SHV icon

Spire Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Spire Wealth Management’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.53M Sell
22,901
-726
-3% -$80K 0.08% 233
2026
Q1 		$2.61M Sell
23,627
-1,271
-5% -$140K 0.09% 206
2025
Q4 		$2.74M Sell
24,898
-7,009
-22% -$773K 0.09% 198
2025
Q3 		$3.53M Sell
31,907
-10,551
-25% -$1.16M 0.12% 145
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% +$112K 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% +$229K 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% +$10.5M 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

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Spire Wealth Management's SHV Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.1% in Q2 2026, selling an estimated $80K and leaving 22,901 shares worth $2.53M. The position accounts for 0.08% of the portfolio, ranked #233.

Spire Wealth Management first reported a position in SHV in Q1 2021 and has held it in 22 quarters since. The position peaked at $61.1M in Q1 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Spire Wealth Management held 22,901 shares of iShares 0-1 Year Treasury Bond ETF worth $2.53M as of Q2 2026.
  • Spire Wealth Management sold 726 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $80K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.08% of Spire Wealth Management's portfolio in Q2 2026, its #233 holding.
  • Spire Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $61.1M in Q1 2023.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.