Ironwood Wealth Management (Arizona)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Ironwood Wealth Management (Arizona)’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$49.4K	Sell	602 -9,976	-94%	-$820K	0.01%	47
2026 Q1	$873K	Buy	10,578 +147	+1%	+$12.2K	0.25%	25
2025 Q4	$864K	Sell	10,431 -69	-0.7%	-$5.72K	0.25%	24
2025 Q3	$871K	Buy	10,500 +1,048	+11%	+$86.7K	0.29%	24
2025 Q2	$783K	Sell	9,452 -761	-7%	-$62.8K	0.29%	24
2025 Q1	$845K	Sell	10,213 -2,148	-17%	-$177K	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%	-$183K	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%	+$41.6K	0.33%	26
2023 Q3	$948K	Buy	+11,714	New	+$949K	0.39%	29

Other funds holding SHY

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s SHY Position: Q2 2026 in Review

Ironwood Wealth Management (Arizona) reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 94% in Q2 2026, selling an estimated $820K and leaving 602 shares worth $49.4K. The position accounts for 0.01% of the portfolio, ranked #47.

Ironwood Wealth Management (Arizona) first reported a position in SHY in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.06M in Q2 2024. 616 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Ironwood Wealth Management (Arizona) held 602 shares of iShares 1-3 Year Treasury Bond ETF worth $49.4K as of Q2 2026.
Ironwood Wealth Management (Arizona) sold 9,976 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $820K.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Ironwood Wealth Management (Arizona)'s portfolio in Q2 2026, its #47 holding.
Ironwood Wealth Management (Arizona) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Ironwood Wealth Management (Arizona)'s iShares 1-3 Year Treasury Bond ETF position peaked at $1.06M in Q2 2024.
616 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 30 Jul 2026.