Ironwood Financial’s iShares iBonds Mar 2018 Term Corporate ETF IBDB Stock Holding History

Ironwood Financial’s Portfolio IBDB Stock Details IBDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-761	Closed	-$19K	–	285
2017 Q2	$19K	Buy	761 +180	+31%	+$4.61K	0.01%	144
2017 Q1	$15K	Sell	581 -3,007	-84%	-$77.1K	0.01%	154
2016 Q4	$92K	Buy	3,588 +372	+12%	+$9.54K	0.06%	65
2016 Q3	$83K	Buy	3,216 +1,192	+59%	+$30.7K	0.06%	67
2016 Q2	$52K	Buy	2,024 +196	+11%	+$5.04K	0.04%	87
2016 Q1	$47K	Buy	+1,828	New	+$46.8K	0.04%	90
2015 Q3	$47K	Buy	1,824 +260	+17%	+$6.69K	0.02%	118
2015 Q2	$40K	Buy	1,564 +212	+16%	+$5.46K	0.02%	124
2015 Q1	$35K	Buy	+1,352	New	+$34.9K	0.02%	130

Other funds holding IBDB

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

CCM

Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Ironwood Financial's IBDB Position: Q3 2017 in Review

Ironwood Financial sold out of iShares iBonds Mar 2018 Term Corporate ETF (IBDB) in Q3 2017, closing a stake of 761 shares — an estimated $19K sold.

Ironwood Financial first reported a position in IBDB in Q1 2015 and held it in 9 quarters. The position peaked at $92K in Q4 2016. 30 funds tracked by Wall St. Rank hold IBDB as of Q3 2017.

Ironwood Financial reported no remaining iShares iBonds Mar 2018 Term Corporate ETF position as of Q3 2017 after selling out during the quarter.
Ironwood Financial sold 761 iShares iBonds Mar 2018 Term Corporate ETF shares in Q3 2017, an estimated $19K.
Ironwood Financial first reported a position in iShares iBonds Mar 2018 Term Corporate ETF in Q1 2015 and held it in 9 quarters.
Ironwood Financial's iShares iBonds Mar 2018 Term Corporate ETF position peaked at $92K in Q4 2016.
30 funds tracked by Wall St. Rank held iShares iBonds Mar 2018 Term Corporate ETF as of Q3 2017.

Based on Ironwood Financial's 13F filing for Q3 2017, filed 3 Nov 2017.