Spire Wealth Management’s iShares Systematic Bond ETF SYSB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.1K Buy
171
+2
+1% +$177 ﹤0.01% 1598
2025
Q1
$14.8K Buy
169
+2
+1% +$175 ﹤0.01% 1712
2024
Q4
$14.5K Sell
167
-198
-54% -$17.2K ﹤0.01% 1729
2024
Q3
$32.3K Buy
365
+5
+1% +$443 ﹤0.01% 1272
2024
Q2
$30.9K Buy
360
+4
+1% +$344 ﹤0.01% 1278
2024
Q1
$30.6K Buy
356
+3
+0.8% +$258 ﹤0.01% 1384
2023
Q4
$30.4K Buy
353
+6
+2% +$516 ﹤0.01% 1376
2023
Q3
$28.7K Buy
347
+4
+1% +$331 ﹤0.01% 1371
2023
Q2
$28.9K Sell
343
-76
-18% -$6.4K ﹤0.01% 1433
2023
Q1
$35.6K Buy
419
+234
+126% +$19.9K ﹤0.01% 1357
2022
Q4
$15K Buy
185
+2
+1% +$162 ﹤0.01% 1477
2022
Q3
$15K Sell
183
-22,016
-99% -$1.8M ﹤0.01% 1436
2022
Q2
$1.91M Buy
22,199
+19,302
+666% +$1.66M 0.08% 216
2022
Q1
$268K Sell
2,897
-50
-2% -$4.63K 0.01% 767
2021
Q4
$294K Buy
2,947
+2
+0.1% +$200 0.01% 915
2021
Q3
$295K Buy
2,945
+199
+7% +$19.9K 0.01% 762
2021
Q2
$276K Buy
2,746
+1
+0% +$101 0.01% 807
2021
Q1
$274K Buy
+2,745
New +$274K 0.01% 918