Spire Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.81M | Sell |
58,015
-5,964
| -9% | -$494K | 0.17% | 114 |
|
|
2025
Q1 | $5.29M | Buy |
63,979
+827
| +1% | +$68.4K | 0.17% | 116 |
|
|
2024
Q4 | $5.18M | Sell |
63,152
-997
| -2% | -$81.7K | 0.16% | 124 |
|
|
2024
Q3 | $5.33M | Buy |
64,149
+14,602
| +29% | +$1.21M | 0.18% | 113 |
|
|
2024
Q2 | $4.05M | Buy |
49,547
+14,323
| +41% | +$1.17M | 0.14% | 149 |
|
|
2024
Q1 | $2.88M | Sell |
35,224
-26,247
| -43% | -$2.15M | 0.05% | 204 |
|
|
2023
Q4 | $5.04M | Sell |
61,471
-3,432
| -5% | -$282K | 0.17% | 141 |
|
|
2023
Q3 | $5.26M | Buy |
64,903
+4,265
| +7% | +$345K | 0.2% | 96 |
|
|
2023
Q2 | $4.92M | Sell |
60,638
-14,347
| -19% | -$1.16M | 0.18% | 105 |
|
|
2023
Q1 | $6.16M | Buy |
74,985
+7,572
| +11% | +$622K | 0.24% | 93 |
|
|
2022
Q4 | $5.47M | Buy |
67,413
+6
| +0% | +$487 | 0.31% | 77 |
|
|
2022
Q3 | $5.47M | Sell |
67,407
-21,371
| -24% | -$1.74M | 0.33% | 73 |
|
|
2022
Q2 | $7.35M | Buy |
88,778
+1,625
| +2% | +$135K | 0.3% | 86 |
|
|
2022
Q1 | $7.26M | Buy |
87,153
+1,216
| +1% | +$101K | 0.19% | 126 |
|
|
2021
Q4 | $7.35M | Sell |
85,937
-9,772
| -10% | -$836K | 0.16% | 144 |
|
|
2021
Q3 | $8.22M | Buy |
95,709
+14,368
| +18% | +$1.23M | 0.22% | 119 |
|
|
2021
Q2 | $6.98M | Buy |
81,341
+6,780
| +9% | +$582K | 0.19% | 134 |
|
|
2021
Q1 | $6.43M | Buy |
+74,561
| New | +$6.43M | 0.17% | 137 |
|