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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$60.4K	Buy	679 +3	+0.4%	+$270	﹤0.01%	1117
2025 Q4	$60.7K	Buy	676 +503	+291%	+$45.3K	﹤0.01%	1125
2025 Q3	$15.6K	Buy	173 +2	+1%	+$178	﹤0.01%	1607
2025 Q2	$15.1K	Buy	171 +2	+1%	+$175	﹤0.01%	1598
2025 Q1	$14.8K	Buy	169 +2	+1%	+$175	﹤0.01%	1712
2024 Q4	$14.5K	Sell	167 -198	-54%	-$17.3K	﹤0.01%	1729
2024 Q3	$32.3K	Buy	365 +5	+1%	+$437	﹤0.01%	1272
2024 Q2	$30.9K	Buy	360 +4	+1%	+$342	﹤0.01%	1278
2024 Q1	$30.6K	Buy	356 +3	+0.8%	+$258	﹤0.01%	1384
2023 Q4	$30.4K	Buy	353 +6	+2%	+$501	﹤0.01%	1376
2023 Q3	$28.7K	Buy	347 +4	+1%	+$334	﹤0.01%	1371
2023 Q2	$28.9K	Sell	343 -76	-18%	-$6.42K	﹤0.01%	1433
2023 Q1	$35.6K	Buy	419 +234	+126%	+$19.8K	﹤0.01%	1357
2022 Q4	$15K	Buy	185 +2	+1%	+$166	﹤0.01%	1477
2022 Q3	$15K	Sell	183 -22,016	-99%	-$1.9M	﹤0.01%	1437
2022 Q2	$1.91M	Buy	22,199 +19,302	+666%	+$1.69M	0.08%	216
2022 Q1	$268K	Sell	2,897 -50	-2%	-$4.77K	0.01%	767
2021 Q4	$294K	Buy	2,947 +2	+0.1%	+$200	0.01%	915
2021 Q3	$295K	Buy	2,945 +199	+7%	+$20.1K	0.01%	762
2021 Q2	$276K	Buy	2,746 +1	+0%	+$100	0.01%	807
2021 Q1	$274K	Buy	+2,745	New	+$278K	0.01%	918