IF
BSJH

Ironwood Financial’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

Ironwood Financial’s Portfolio BSJH Stock Details BSJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-13,516
Closed -$348K – 283
2017
Q3 		$348K Sell
13,516
-14,891
-52% -$383K 0.21% 38
2017
Q2 		$731K Sell
28,407
-3,657
-11% -$94K 0.47% 29
2017
Q1 		$824K Sell
32,064
-300,009
-90% -$7.73M 0.55% 27
2016
Q4 		$8.57M Sell
332,073
-13,949
-4% -$360K 6.02% 5
2016
Q3 		$8.96M Buy
346,022
+12,342
+4% +$319K 6.43% 5
2016
Q2 		$8.62M Buy
333,680
+16,879
+5% +$434K 6.44% 5
2016
Q1 		$8.07M Buy
+316,801
New +$7.91M 6.25% 5
2015
Q3 		$7.09M Buy
279,513
+5,331
+2% +$138K 3.49% 8
2015
Q2 		$7.24M Buy
274,182
+11,964
+5% +$317K 3.43% 9
2015
Q1 		$6.93M Buy
262,218
+191,050
+268% +$5.03M 3.33% 9
2014
Q4 		$1.86M Buy
+71,168
New +$1.89M 1.02% 26

Other funds holding BSJH

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ironwood Financial's BSJH Position: Q4 2017 in Review

Ironwood Financial sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q4 2017, closing a stake of 13,516 shares — an estimated $348K sold.

Ironwood Financial first reported a position in BSJH in Q4 2014 and held it in 11 quarters. The position peaked at $8.96M in Q3 2016. 4 funds tracked by Wall St. Rank hold BSJH as of Q4 2017.

  • Ironwood Financial reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Ironwood Financial sold 13,516 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $348K.
  • Ironwood Financial first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q4 2014 and held it in 11 quarters.
  • Ironwood Financial's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $8.96M in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q4 2017.

Based on Ironwood Financial's 13F filing for Q4 2017, filed 29 Jan 2018.