IRON Financial’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

IRON Financial’s Portfolio VCSH Stock Details VCSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-5,672	Closed	-$469K	–	126
2021 Q2	$469K	Sell	5,672 -1,071	-16%	-$88.6K	0.22%	60
2021 Q1	$556K	Buy	+6,743	New	+$559K	0.29%	37
2020 Q3	–	Sell	-15,879	Closed	-$1.31M	–	116
2020 Q2	$1.31M	Buy	15,879 +11,334	+249%	+$922K	0.68%	23
2020 Q1	$360K	Buy	+4,545	New	+$365K	0.23%	65
2017 Q3	–	Sell	-49,537	Closed	-$3.96M	–	78
2017 Q2	$3.96M	Buy	49,537 +1,929	+4%	+$154K	3.51%	5
2017 Q1	$3.8M	Buy	47,608 +1,567	+3%	+$125K	2.74%	8
2016 Q4	$3.65M	Sell	46,041 -463	-1%	-$36.9K	2.5%	9
2016 Q3	$3.75M	Sell	46,504 -483	-1%	-$39K	4.57%	5
2016 Q2	$3.8M	Buy	46,987 +683	+1%	+$54.8K	4.89%	5
2016 Q1	$3.71M	Sell	46,304 -22,347	-33%	-$1.77M	3.74%	6
2015 Q4	$5.42M	Buy	68,651 +3,187	+5%	+$253K	4.61%	6
2015 Q3	$5.22M	Sell	65,464 -8,009	-11%	-$637K	3.47%	9
2015 Q2	$5.85M	Buy	+73,473	New	+$5.87M	5.51%	5
2015 Q1	–	Sell	-72,860	Closed	-$58K	–	88
2014 Q4	$58K	Buy	+72,860	New	+$5.83M	5.87%	5
2014 Q2	–	Sell	-70,321	Closed	-$5.62M	–	85
2014 Q1	$5.62M	Buy	70,321 +5,998	+9%	+$480K	4.28%	5
2013 Q4	$5.13M	Buy	+64,323	New	+$5.14M	5.24%	6

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

IRON Financial's VCSH Position: Q3 2021 in Review

IRON Financial sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2021, closing a stake of 5,672 shares — an estimated $469K sold.

IRON Financial first reported a position in VCSH in Q4 2013 and held it in 16 quarters. The position peaked at $5.85M in Q2 2015. 1,125 funds tracked by Wall St. Rank hold VCSH as of Q3 2021.

IRON Financial reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
IRON Financial sold 5,672 Vanguard Short-Term Corporate Bond ETF shares in Q3 2021, an estimated $469K.
IRON Financial first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2013 and held it in 16 quarters.
IRON Financial's Vanguard Short-Term Corporate Bond ETF position peaked at $5.85M in Q2 2015.
1,125 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2021.

Based on IRON Financial's 13F filing for Q3 2021, filed 2 Nov 2021.