IronBridge Private Wealth’s State Street Global Allocation ETF GAL Stock Holding History

IronBridge Private Wealth’s Portfolio GAL Stock Details GAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2	Closed	–	–	136
2021 Q4	$0	Hold	2	–	–	﹤0.01%	311
2021 Q3	$0	Buy	+2	New	+$93	﹤0.01%	287

Other funds holding GAL

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

IronBridge Private Wealth's GAL Position: Q1 2022 in Review

IronBridge Private Wealth sold out of State Street Global Allocation ETF (GAL) in Q1 2022, closing a stake of 2 shares.

IronBridge Private Wealth first reported a position in GAL in Q3 2021 and held it in 2 quarters. The position peaked at $0 in Q4 2021. 40 funds tracked by Wall St. Rank hold GAL as of Q1 2022.

IronBridge Private Wealth reported no remaining State Street Global Allocation ETF position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 2 State Street Global Allocation ETF shares in Q1 2022.
IronBridge Private Wealth first reported a position in State Street Global Allocation ETF in Q3 2021 and held it in 2 quarters.
IronBridge Private Wealth's State Street Global Allocation ETF position peaked at $0 in Q4 2021.
40 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.