Ownership history in StrongBox Wealth, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which StrongBox Wealth, LLC reported a position in ISHARES TR (SHY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 164,457 | +4,672 | +2.9% | 4.48% | $13.6M | $82.35 |
| 2025 Q3 | ADDED | 159,785 | +17,930 | +12.6% | 4.49% | $13.3M | $81.48 |
| 2025 Q2 | ADDED | 141,855 | +9,217 | +6.9% | 4.46% | $11.8M | $80.60 |
| 2025 Q1 | ADDED | 132,638 | +2,497 | +1.9% | 4.57% | $11.0M | $79.69 |
| 2024 Q4 | ADDED | 130,141 | +11,159 | +9.4% | 4.52% | $10.7M | $78.46 |
| 2024 Q3 | ADDED | 118,982 | +26,434 | +28.6% | 4.24% | $9.9M | $78.53 |
| 2024 Q2 | ADDED | 92,548 | +27,881 | +43.1% | 3.57% | $7.6M | $76.34 |
| 2024 Q1 | UNCHANGED | 64,667 | — | 0% | 3.10% | $5.3M | $75.71 |
| 2023 Q4 | ADDED | 64,667 | +7,682 | +13.5% | 3.10% | $5.3M | $75.51 |
| 2023 Q3 | ADDED | 56,985 | +2,726 | +5.0% | 2.94% | $4.6M | $73.66 |
As of 2025 Q4 — sorted by position size