Ironwood Financial’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Ironwood Financial’s Portfolio IBDM Stock Details IBDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-10,452	Closed	-$258K	–	611
2021 Q3	$258K	Sell	10,452 -200	-2%	-$4.95K	0.08%	104
2021 Q2	$264K	Sell	10,652 -8,207	-44%	-$204K	0.08%	102
2021 Q1	$469K	Sell	18,859 -82,852	-81%	-$2.06M	0.15%	80
2020 Q4	$2.53M	Sell	101,711 -817	-0.8%	-$20.4K	0.95%	21
2020 Q3	$2.57M	Buy	102,528 +11,002	+12%	+$276K	1.29%	18
2020 Q2	$2.3M	Buy	91,526 +86,431	+1,696%	+$2.16M	1.24%	16
2020 Q1	$126K	Buy	+5,095	New	+$126K	0.09%	51

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Ironwood Financial's IBDM Position: Q4 2021 in Review

Ironwood Financial sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 10,452 shares — an estimated $258K sold.

Ironwood Financial first reported a position in IBDM in Q1 2020 and held it in 7 quarters. The position peaked at $2.57M in Q3 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Ironwood Financial reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 10,452 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $258K.
Ironwood Financial first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2020 and held it in 7 quarters.
Ironwood Financial's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $2.57M in Q3 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.