IPW
IronBridge Private Wealth’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.59M | Buy |
+41,527
| New | +$4.59M | 1.81% | 16 |
|
|
2023
Q4 | – | Sell |
-2,415
| Closed | -$267K | – | 50 |
|
|
2023
Q3 | $267K | Sell |
2,415
-91,578
| -97% | -$10.1M | 0.14% | 33 |
|
|
2023
Q2 | $10.4M | Buy |
93,993
+3,493
| +4% | +$386K | 5.84% | 3 |
|
|
2023
Q1 | $10M | Buy |
90,500
+55,140
| +156% | +$6.09M | 6.39% | 3 |
|
|
2022
Q4 | $3.89M | Sell |
35,360
-138,596
| -80% | -$15.2M | 3.2% | 11 |
|
|
2022
Q3 | $19.1M | Buy |
173,956
+47,938
| +38% | +$5.27M | 16.54% | 2 |
|
|
2022
Q2 | $13.9M | Buy |
126,018
+56,986
| +83% | +$6.27M | 10.4% | 2 |
|
|
2022
Q1 | $7.61M | Sell |
69,032
-7,186
| -9% | -$792K | 4.69% | 7 |
|
|
2021
Q4 | $8.42M | Buy |
+76,218
| New | +$8.42M | 4.38% | 4 |
|