SWM
Spire Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.43M | Sell |
84,208
-40,565
| -33% | -$3.58M | 0.27% | 75 |
|
|
2025
Q1 | $11.4M | Buy |
124,773
+91,534
| +275% | +$8.33M | 0.36% | 58 |
|
|
2024
Q4 | $2.9M | Sell |
33,239
-12,840
| -28% | -$1.12M | 0.09% | 191 |
|
|
2024
Q3 | $4.52M | Buy |
46,079
+19,649
| +74% | +$1.93M | 0.15% | 124 |
|
|
2024
Q2 | $2.43M | Sell |
26,430
-23,710
| -47% | -$2.18M | 0.09% | 204 |
|
|
2024
Q1 | $4.74M | Sell |
50,140
-754
| -1% | -$71.3K | 0.09% | 166 |
|
|
2023
Q4 | $4.79M | Sell |
50,894
-5,603
| -10% | -$527K | 0.16% | 150 |
|
|
2023
Q3 | $5.01M | Buy |
56,497
+11,775
| +26% | +$1.04M | 0.19% | 105 |
|
|
2023
Q2 | $4.6M | Buy |
44,722
+16,980
| +61% | +$1.75M | 0.17% | 114 |
|
|
2023
Q1 | $2.95M | Buy |
27,742
+10,996
| +66% | +$1.17M | 0.11% | 169 |
|
|
2022
Q4 | $1.67M | Buy |
16,746
+4,818
| +40% | +$480K | 0.09% | 171 |
|
|
2022
Q3 | $1.22M | Sell |
11,928
-542
| -4% | -$55.5K | 0.07% | 183 |
|
|
2022
Q2 | $1.43M | Sell |
12,470
-369
| -3% | -$42.4K | 0.06% | 262 |
|
|
2022
Q1 | $1.7M | Sell |
12,839
-966
| -7% | -$128K | 0.05% | 300 |
|
|
2021
Q4 | $2.05M | Sell |
13,805
-2,578
| -16% | -$382K | 0.05% | 307 |
|
|
2021
Q3 | $2.36M | Sell |
16,383
-1,645
| -9% | -$237K | 0.06% | 258 |
|
|
2021
Q2 | $2.61M | Sell |
18,028
-18,043
| -50% | -$2.61M | 0.07% | 244 |
|
|
2021
Q1 | $4.61M | Buy |
+36,071
| New | +$4.61M | 0.12% | 171 |
|