Spire Wealth Management’s iShares Short 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
2025
Q2
$4.69M Buy
2025
Q1
$4.45M Buy
2024
Q4
$3.95M Buy
2024
Q3
$3.86M Sell
2024
Q2
$5.31M Buy
2024
Q1
$4.3M Buy
2023
Q4
$4.07M Sell
2023
Q3
$57.6M Sell
2023
Q2
$59.3M Sell
2023
Q1
$61.1M Buy
2022
Q4
$50.2M Sell
2022
Q3
$51.8M Buy
2022
Q2
$28.9M Buy
2022
Q1
$827K Buy
2021
Q4
$572K Sell
2021
Q3
$1M Sell
2021
Q2
$1.19M Sell
2021
Q1
$1.41M Buy