Ironwood Financial’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Ironwood Financial’s Portfolio IBHD Stock Details IBHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-36,058	Closed	-$838K	–	156
2024 Q2	$838K	Sell	36,058 -6,469	-15%	-$150K	0.19%	80
2024 Q1	$992K	Sell	42,527 -2,293	-5%	-$53.4K	0.23%	72
2023 Q4	$1.04M	Buy	44,820 +8,748	+24%	+$202K	0.25%	65
2023 Q3	$837K	Buy	36,072 +1,967	+6%	+$45.5K	0.22%	67
2023 Q2	$787K	Sell	34,105 -3,305	-9%	-$75.9K	0.21%	70
2023 Q1	$865K	Buy	37,410 +7,469	+25%	+$172K	0.24%	66
2022 Q4	$680K	Buy	+29,941	New	+$678K	0.21%	74
2022 Q2	–	Sell	-14,263	Closed	-$339K	–	128
2022 Q1	$339K	Buy	+14,263	New	+$342K	0.1%	94

Other funds holding IBHD

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

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

RJFSA

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

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

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

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

PPWM

PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ironwood Financial's IBHD Position: Q3 2024 in Review

Ironwood Financial sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q3 2024, closing a stake of 36,058 shares — an estimated $838K sold.

Ironwood Financial first reported a position in IBHD in Q1 2022 and held it in 8 quarters. The position peaked at $1.04M in Q4 2023. 107 funds tracked by Wall St. Rank hold IBHD as of Q3 2024.

Ironwood Financial reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q3 2024 after selling out during the quarter.
Ironwood Financial sold 36,058 iShares iBonds 2024 Term High Yield and Income ETF shares in Q3 2024, an estimated $838K.
Ironwood Financial first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q1 2022 and held it in 8 quarters.
Ironwood Financial's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $1.04M in Q4 2023.
107 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q3 2024.

Based on Ironwood Financial's 13F filing for Q3 2024, filed 16 Oct 2024.