IF
BSCG

Ironwood Financial’s Guggenheim BulletShares 2016 Corporate Bond ETF BSCG Stock Holding History

Ironwood Financial’s Portfolio BSCG Stock Details BSCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-22,517
Closed -$497K – 293
2016
Q3 		$497K Sell
22,517
-14,008
-38% -$309K 0.36% 31
2016
Q2 		$805K Sell
36,525
-27,815
-43% -$613K 0.6% 28
2016
Q1 		$1.42M Buy
+64,340
New +$1.42M 1.1% 22
2015
Q3 		$4.79M Sell
215,719
-21,757
-9% -$482K 2.35% 16
2015
Q2 		$5.28M Buy
237,476
+1,345
+0.6% +$29.9K 2.5% 14
2015
Q1 		$5.25M Buy
236,131
+31,842
+16% +$706K 2.53% 12
2014
Q4 		$4.52M Buy
+204,289
New +$4.54M 2.49% 14

Other funds holding BSCG

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
PIM
Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Ironwood Financial's BSCG Position: Q4 2016 in Review

Ironwood Financial sold out of Guggenheim BulletShares 2016 Corporate Bond ETF (BSCG) in Q4 2016, closing a stake of 22,517 shares — an estimated $497K sold.

Ironwood Financial first reported a position in BSCG in Q4 2014 and held it in 7 quarters. The position peaked at $5.28M in Q2 2015. 4 funds tracked by Wall St. Rank hold BSCG as of Q4 2016.

  • Ironwood Financial reported no remaining Guggenheim BulletShares 2016 Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Ironwood Financial sold 22,517 Guggenheim BulletShares 2016 Corporate Bond ETF shares in Q4 2016, an estimated $497K.
  • Ironwood Financial first reported a position in Guggenheim BulletShares 2016 Corporate Bond ETF in Q4 2014 and held it in 7 quarters.
  • Ironwood Financial's Guggenheim BulletShares 2016 Corporate Bond ETF position peaked at $5.28M in Q2 2015.
  • 4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 Corporate Bond ETF as of Q4 2016.

Based on Ironwood Financial's 13F filing for Q4 2016, filed 26 Jan 2017.