IF
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Ironwood Financial’s Invesco Senior Loan ETF BKLN Stock Holding History

Ironwood Financial’s Portfolio BKLN Stock Details BKLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-12,463
Closed -$291K – 264
2016
Q4 		$291K Sell
12,463
-65
-0.5% -$1.51K 0.2% 37
2016
Q3 		$291K Sell
12,528
-2,335
-16% -$54.1K 0.21% 41
2016
Q2 		$341K Sell
14,863
-3,405
-19% -$78.1K 0.25% 38
2016
Q1 		$415K Buy
+18,268
New +$407K 0.32% 34
2015
Q3 		$492K Sell
21,362
-2,835
-12% -$66.7K 0.24% 47
2015
Q2 		$576K Sell
24,197
-255
-1% -$6.14K 0.27% 45
2015
Q1 		$589K Sell
24,452
-20
-0.1% -$481 0.28% 46
2014
Q4 		$588K Buy
+24,472
New +$592K 0.32% 45

Other funds holding BKLN

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return