Ironwood Financial’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Ironwood Financial’s Portfolio IBDN Stock Details IBDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,405	Closed	-$61K	–	610
2021 Q3	$61K	Sell	2,405 -50	-2%	-$1.27K	0.02%	184
2021 Q2	$62K	Sell	2,455 -100	-4%	-$2.54K	0.02%	175
2021 Q1	$65K	Sell	2,555 -5,321	-68%	-$136K	0.02%	158
2020 Q4	$201K	Buy	7,876 +2,928	+59%	+$74.9K	0.08%	103
2020 Q3	$127K	Buy	+4,948	New	+$127K	0.06%	74

Other funds holding IBDN

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Ironwood Financial's IBDN Position: Q4 2021 in Review

Ironwood Financial sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2021, closing a stake of 2,405 shares — an estimated $61K sold.

Ironwood Financial first reported a position in IBDN in Q3 2020 and held it in 5 quarters. The position peaked at $201K in Q4 2020. 211 funds tracked by Wall St. Rank hold IBDN as of Q4 2021.

Ironwood Financial reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 2,405 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2021, an estimated $61K.
Ironwood Financial first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2020 and held it in 5 quarters.
Ironwood Financial's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $201K in Q4 2020.
211 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2021.

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