IRON Financial
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IRON Financial’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

IRON Financial’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.24M Sell
39,520
-434
-1% -$25.2K 0.93% 25
2026
Q2 		$2.36M Sell
39,954
-3,717
-9% -$220K 0.97% 25
2026
Q1 		$2.6M Sell
43,671
-573
-1% -$34.3K 1.14% 24
2025
Q4 		$2.65M Sell
44,244
-3,365
-7% -$202K 1.22% 21
2025
Q3 		$2.86M Sell
47,609
-376
-0.8% -$22.5K 1.37% 17
2025
Q2 		$2.87M Sell
47,985
-4,725
-9% -$280K 1.49% 17
2025
Q1 		$3.13M Sell
52,710
-5,630
-10% -$329K 1.76% 15
2024
Q4 		$3.38M Sell
58,340
-5,980
-9% -$351K 1.9% 15
2024
Q3 		$3.89M Sell
64,320
-2,249
-3% -$134K 2.12% 15
2024
Q2 		$3.88M Sell
66,569
-1,509
-2% -$87.2K 2.17% 14
2024
Q1 		$3.99M Buy
68,078
+25
+0% +$1.47K 2.22% 14
2023
Q4 		$4.04M Sell
68,053
-2,393
-3% -$138K 2.29% 14
2023
Q3 		$4.03M Sell
70,446
-1,817
-3% -$105K 2.34% 14
2023
Q2 		$4.24M Sell
72,263
-3,128
-4% -$186K 2.28% 15
2023
Q1 		$4.52M Buy
75,391
+376
+0.5% +$22.3K 2.48% 15
2022
Q4 		$4.39M Sell
75,015
-6,583
-8% -$385K 2.52% 14
2022
Q3 		$4.76M Sell
81,598
-2,850
-3% -$173K 2.61% 14
2022
Q2 		$5.16M Sell
84,448
-4,802
-5% -$294K 2.7% 9
2022
Q1 		$5.62M Sell
89,250
-4,762
-5% -$308K 2.59% 10
2021
Q4 		$6.25M Sell
94,012
-21
-0% -$1.41K 2.79% 10
2021
Q3 		$6.35M Sell
94,033
-5,311
-5% -$362K 3.05% 10
2021
Q2 		$6.74M Buy
99,344
+9,317
+10% +$631K 3.15% 10
2021
Q1 		$6.05M Buy
+90,027
New +$6.16M 3.19% 10
2020
Q3 		– Sell
-81,110
Closed -$5.72M – 117
2020
Q2 		$5.72M Buy
+81,110
New +$5.71M 2.95% 13
2017
Q1 		– Sell
-21,652
Closed -$1.38M – 92
2016
Q4 		$1.38M Buy
+21,652
New +$1.41M 0.95% 15

Other funds holding VGIT

MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

IRON Financial's VGIT Position: Q3 2026 in Review

IRON Financial reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.1% in Q3 2026, selling an estimated $25.2K and leaving 39,520 shares worth $2.24M. The position accounts for 0.93% of the portfolio, ranked #25.

IRON Financial first reported a position in VGIT in Q4 2016 and has held it in 25 quarters since. The position peaked at $6.74M in Q2 2021. 465 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • IRON Financial held 39,520 shares of Vanguard Intermediate-Term Treasury ETF worth $2.24M as of Q3 2026.
  • IRON Financial sold 434 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $25.2K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.93% of IRON Financial's portfolio in Q3 2026, its #25 holding.
  • IRON Financial first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2016 and has held it in 25 quarters since.
  • IRON Financial's Vanguard Intermediate-Term Treasury ETF position peaked at $6.74M in Q2 2021.
  • 465 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on IRON Financial's 13F filing for Q3 2026, filed 23 Oct 2026.