IWMA
Ironwood Wealth Management (Arizona)’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.8M | Sell |
690,694
-174,442
| -20% | -$9.79M | 14.15% | 2 |
|
|
2025
Q1 | $49.8M | Buy |
865,136
+3,612
| +0.4% | +$208K | 15.3% | 2 |
|
|
2024
Q4 | $47.7M | Buy |
861,524
+41,910
| +5% | +$2.32M | 14.79% | 2 |
|
|
2024
Q3 | $50.4M | Buy |
819,614
+31,702
| +4% | +$1.95M | 15.18% | 1 |
|
|
2024
Q2 | $45.4M | Buy |
787,912
+55,385
| +8% | +$3.19M | 14.84% | 1 |
|
|
2024
Q1 | $43.4M | Buy |
732,527
+20,248
| +3% | +$1.2M | 14.07% | 2 |
|
|
2023
Q4 | $43.8M | Buy |
712,279
+434,228
| +156% | +$26.7M | 14.62% | 1 |
|
|
2023
Q3 | $15.1M | Buy |
+278,051
| New | +$15.1M | 6.18% | 5 |
|