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Ironwood Wealth Management, LLC.: SHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ironwood Wealth Management, LLC. on SHY, newest first. How the timeline and the estimate are built.

Ironwood Wealth Management, LLC. held 602 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 602 shares
    Change vs previous 13F -9,976 shares

    0.01% of the 13F portfolio, value $49,430.

    13F-HR 0001104659-26-088417 filed by Ironwood Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,578 shares
    Change vs previous 13F +147 shares

    0.25% of the 13F portfolio, value $873,453.

    13F-HR 0001104659-26-047829 filed by Ironwood Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,431 shares
    Change vs previous 13F -69 shares

    0.25% of the 13F portfolio, value $863,856.

    13F-HR 0001104659-26-009141 filed by Ironwood Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,500 shares
    Change vs previous 13F +1,048 shares

    0.29% of the 13F portfolio, value $871,098.

    13F-HR 0001104659-25-102445 filed by Ironwood Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,452 shares
    Change vs previous 13F -761 shares

    0.29% of the 13F portfolio, value $783,162.

    13F-HR 0001104659-25-074685 filed by Ironwood Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,213 shares
    Change vs previous 13F -2,148 shares

    0.26% of the 13F portfolio, value $844,881.

    13F-HR 0001104659-25-039345 filed by Ironwood Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,361 shares
    Change vs previous 13F +1,598 shares

    0.31% of the 13F portfolio, value $1,013,357.

    13F-HR 0001104659-25-009009 filed by Ironwood Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,763 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $894,943.

    13F-HR 0001104659-24-106964 filed by Ironwood Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).