IF
BSJF

Ironwood Financial’s GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF BSJF Stock Holding History

Ironwood Financial’s Portfolio BSJF Stock Details BSJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$167K Buy
6,447
+317
+5% +$8.23K 0.08% 73
2015
Q2 		$160K Sell
6,130
-26,769
-81% -$699K 0.08% 71
2015
Q1 		$859K Sell
32,899
-164,618
-83% -$4.28M 0.41% 38
2014
Q4 		$5.11M Buy
+197,517
New +$5.2M 2.82% 11

Other funds holding BSJF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Ironwood Financial's BSJF Position: Q3 2015 in Review

Ironwood Financial increased its GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF (BSJF) stake by 5.2% in Q3 2015, buying an estimated $8.23K and bringing the position to 6,447 shares worth $167K. The position accounts for 0.08% of the portfolio, ranked #73.

Ironwood Financial first reported a position in BSJF in Q4 2014 and has held it in 4 quarters since. The position peaked at $5.11M in Q4 2014. 76 funds tracked by Wall St. Rank hold BSJF as of Q3 2015.

  • Ironwood Financial held 6,447 shares of GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF worth $167K as of Q3 2015.
  • Ironwood Financial bought 317 GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF shares in Q3 2015, an estimated $8.23K.
  • GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF made up 0.08% of Ironwood Financial's portfolio in Q3 2015, its #73 holding.
  • Ironwood Financial first reported a position in GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF in Q4 2014 and has held it in 4 quarters since.
  • Ironwood Financial's GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF position peaked at $5.11M in Q4 2014.
  • 76 funds tracked by Wall St. Rank held GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF as of Q3 2015.

Based on Ironwood Financial's 13F filing for Q3 2015, filed 9 Nov 2015.