Spire Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.16M Sell
2025
Q2
$7.43M Sell
2025
Q1
$11.4M Buy
2024
Q4
$2.9M Sell
2024
Q3
$4.52M Buy
2024
Q2
$2.43M Sell
2024
Q1
$4.74M Sell
2023
Q4
$4.79M Sell
2023
Q3
$5.01M Buy
2023
Q2
$4.6M Buy
2023
Q1
$2.95M Buy
2022
Q4
$1.67M Buy
2022
Q3
$1.22M Sell
2022
Q2
$1.43M Sell
2022
Q1
$1.7M Sell
2021
Q4
$2.05M Sell
2021
Q3
$2.36M Sell
2021
Q2
$2.6M Sell
2021
Q1
$4.61M Buy