Ironwood Wealth Management (Arizona)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $783K | Sell |
9,452
-761
| -7% | -$63.1K | 0.29% | 24 |
|
|
2025
Q1 | $845K | Sell |
10,213
-2,148
| -17% | -$178K | 0.26% | 25 |
|
|
2024
Q4 | $1.01M | Buy |
12,361
+1,598
| +15% | +$131K | 0.31% | 24 |
|
|
2024
Q3 | $895K | Sell |
10,763
-2,215
| -17% | -$184K | 0.27% | 25 |
|
|
2024
Q2 | $1.06M | Buy |
12,978
+1,422
| +12% | +$116K | 0.35% | 25 |
|
|
2024
Q1 | $945K | Sell |
11,556
-670
| -5% | -$54.8K | 0.31% | 25 |
|
|
2023
Q4 | $1M | Buy |
12,226
+512
| +4% | +$42K | 0.33% | 26 |
|
|
2023
Q3 | $948K | Buy |
+11,714
| New | +$948K | 0.39% | 29 |
|