Ironwood Financial’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Ironwood Financial’s Portfolio IBDO Stock Details IBDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-21,294	Closed	-$539K	–	142
2023 Q2	$539K	Sell	21,294 -5,669	-21%	-$143K	0.14%	89
2023 Q1	$679K	Buy	26,963 +3,588	+15%	+$90.1K	0.19%	77
2022 Q4	$585K	Buy	+23,375	New	+$584K	0.18%	81
2021 Q4	–	Sell	-557	Closed	-$14K	–	581
2021 Q3	$14K	Sell	557 -130	-19%	-$3.38K	﹤0.01%	332
2021 Q2	$18K	Buy	687 +257	+60%	+$6.71K	0.01%	296
2021 Q1	$11K	Buy	430 +50	+13%	+$1.31K	﹤0.01%	332
2020 Q4	$10K	Buy	+380	New	+$9.97K	﹤0.01%	325

Other funds holding IBDO

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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

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

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Ironwood Financial's IBDO Position: Q3 2023 in Review

Ironwood Financial sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q3 2023, closing a stake of 21,294 shares — an estimated $539K sold.

Ironwood Financial first reported a position in IBDO in Q4 2020 and held it in 7 quarters. The position peaked at $679K in Q1 2023. 287 funds tracked by Wall St. Rank hold IBDO as of Q3 2023.

Ironwood Financial reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q3 2023 after selling out during the quarter.
Ironwood Financial sold 21,294 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2023, an estimated $539K.
Ironwood Financial first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2020 and held it in 7 quarters.
Ironwood Financial's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $679K in Q1 2023.
287 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2023.

Based on Ironwood Financial's 13F filing for Q3 2023, filed 25 Oct 2023.