IWMA
Ironwood Wealth Management (Arizona)’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
93,547
+49,983
| +115% | +$1.33M | 0.91% | 17 |
|
|
2025
Q1 | $1.19M | Buy |
43,564
+25,820
| +146% | +$704K | 0.36% | 22 |
|
|
2024
Q4 | $465K | Sell |
17,744
-9,004
| -34% | -$236K | 0.14% | 30 |
|
|
2024
Q3 | $778K | Sell |
26,748
-13,756
| -34% | -$400K | 0.23% | 27 |
|
|
2024
Q2 | $1.1M | Buy |
40,504
+35,310
| +680% | +$961K | 0.36% | 24 |
|
|
2024
Q1 | $145K | Sell |
5,194
-173
| -3% | -$4.83K | 0.05% | 35 |
|
|
2023
Q4 | $156K | Buy |
5,367
+3,179
| +145% | +$92.3K | 0.05% | 34 |
|
|
2023
Q3 | $57.2K | Buy |
+2,188
| New | +$57.2K | 0.02% | 38 |
|