Ironwood Financial’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Ironwood Financial’s Portfolio FLTB Stock Details FLTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-134	Closed	-$7K	–	362
2019 Q4	$7K	Hold	134	–	–	﹤0.01%	289
2019 Q3	$7K	Hold	134	–	–	﹤0.01%	292
2019 Q2	$7K	Hold	134	–	–	﹤0.01%	293
2019 Q1	$7K	Hold	134	–	–	﹤0.01%	286
2018 Q4	$7K	Hold	134	–	–	﹤0.01%	270
2018 Q3	$7K	Hold	134	–	–	﹤0.01%	282
2018 Q2	$7K	Hold	134	–	–	﹤0.01%	209
2018 Q1	$7K	Hold	134	–	–	0.01%	185
2017 Q4	$7K	Hold	134	–	–	﹤0.01%	193
2017 Q3	$7K	Hold	134	–	–	﹤0.01%	198
2017 Q2	$7K	Hold	134	–	–	﹤0.01%	192
2017 Q1	$7K	Hold	134	–	–	﹤0.01%	189
2016 Q4	$7K	Hold	134	–	–	﹤0.01%	181
2016 Q3	$7K	Hold	134	–	–	0.01%	181
2016 Q2	$7K	Hold	134	–	–	0.01%	182
2016 Q1	$7K	Buy	+134	New	+$6.71K	0.01%	184
2015 Q3	$7K	Hold	130	–	–	﹤0.01%	231
2015 Q2	$7K	Hold	130	–	–	﹤0.01%	216
2015 Q1	$7K	Hold	130	–	–	﹤0.01%	220
2014 Q4	$7K	Buy	+130	New	+$6.53K	﹤0.01%	189

Other funds holding FLTB

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MFM

Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Ironwood Financial's FLTB Position: Q1 2020 in Review

Ironwood Financial sold out of Fidelity Limited Term Bond ETF (FLTB) in Q1 2020, closing a stake of 134 shares — an estimated $7K sold.

Ironwood Financial first reported a position in FLTB in Q4 2014 and held it in 20 quarters. The position peaked at $7K in Q4 2019. 41 funds tracked by Wall St. Rank hold FLTB as of Q1 2020.

Ironwood Financial reported no remaining Fidelity Limited Term Bond ETF position as of Q1 2020 after selling out during the quarter.
Ironwood Financial sold 134 Fidelity Limited Term Bond ETF shares in Q1 2020, an estimated $7K.
Ironwood Financial first reported a position in Fidelity Limited Term Bond ETF in Q4 2014 and held it in 20 quarters.
Ironwood Financial's Fidelity Limited Term Bond ETF position peaked at $7K in Q4 2019.
41 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2020.

Based on Ironwood Financial's 13F filing for Q1 2020, filed 27 Apr 2020.