ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

Spire Wealth Management's Holding History (CIK: 0001858740)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 107,834 Value ($000) $10,369 Avg Close — Range —
Q3 2025
Shares 103,529 Value ($000) $9,986 Avg Close — Range —
Q2 2025
Shares 104,070 Value ($000) $9,915 Avg Close — Range —
Q1 2025
Shares 116,114 Value ($000) $11,074 Avg Close — Range —
Q4 2024
Shares 115,308 Value ($000) $10,660 Avg Close — Range —
Q3 2024
Shares 115,771 Value ($000) $11,359 Avg Close — Range —
Q2 2024
Shares 114,688 Value ($000) $10,705 Avg Close — Range —
Q1 2024
Shares 113,606 Value ($000) $46,689 Avg Close — Range —
Q4 2023
Shares 104,614 Value ($000) $9,933 Avg Close — Range —
Q3 2023
Shares 107,639 Value ($000) $9,859 Avg Close — Range —
Q2 2023
Shares 106,086 Value ($000) $10,248 Avg Close — Range —
Q1 2023
Shares 101,587 Value ($000) $10,069 Avg Close — Range —
Q4 2022
Shares 79,612 Value ($000) $8 Avg Close — Range —
Q3 2022
Shares 79,655 Value ($000) $7,646 Avg Close — Range —
Q2 2022
Shares 90,342 Value ($000) $9,242 Avg Close — Range —
Q1 2022
Shares 6,971 Value ($000) $749 Avg Close — Range —
Q4 2021
Shares 7,157 Value ($000) $823 Avg Close — Range —
Q3 2021
Shares 7,130 Value ($000) $822 Avg Close — Range —
Q2 2021
Shares 7,374 Value ($000) $852 Avg Close — Range —
Q1 2021
Shares 8,025 Value ($000) $906 Avg Close — Range —