Ironwood Investment Management’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.93M | Buy |
35,622
+1,444
| +4% | +$159K | 1.91% | 7 |
|
2025
Q1 | $3.78M | Buy |
34,178
+2,488
| +8% | +$275K | 2.06% | 5 |
|
2024
Q4 | $3.49M | Buy |
31,690
+594
| +2% | +$65.4K | 1.74% | 7 |
|
2024
Q3 | $3.44M | Buy |
31,096
+1,696
| +6% | +$188K | 1.68% | 8 |
|
2024
Q2 | $3.25M | Buy |
29,400
+628
| +2% | +$69.4K | 1.74% | 8 |
|
2024
Q1 | $3.18M | Sell |
28,772
-3,847
| -12% | -$425K | 1.55% | 14 |
|
2023
Q4 | $3.59M | Buy |
32,619
+2,521
| +8% | +$278K | 1.89% | 9 |
|
2023
Q3 | $3.32M | Buy |
30,098
+24,358
| +424% | +$2.69M | 2.03% | 8 |
|
2023
Q2 | $634K | Buy |
+5,740
| New | +$634K | 0.37% | 78 |
|