Ironwood Financial’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Ironwood Financial’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-57	Closed	-$7K	–	306
2021 Q3	$7K	Hold	57	–	–	﹤0.01%	401
2021 Q2	$7K	Hold	57	–	–	﹤0.01%	399
2021 Q1	$6K	Hold	57	–	–	﹤0.01%	400
2020 Q4	$7K	Hold	57	–	–	﹤0.01%	349
2020 Q3	$7K	Hold	57	–	–	﹤0.01%	291
2020 Q2	$7K	Hold	57	–	–	﹤0.01%	277
2020 Q1	$7K	Buy	+57	New	+$6.56K	﹤0.01%	241

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ironwood Financial's IEF Position: Q4 2021 in Review

Ironwood Financial sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2021, closing a stake of 57 shares — an estimated $7K sold.

Ironwood Financial first reported a position in IEF in Q1 2020 and held it in 7 quarters. The position peaked at $7K in Q3 2021. 688 funds tracked by Wall St. Rank hold IEF as of Q4 2021.

Ironwood Financial reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 57 iShares 7-10 Year Treasury Bond ETF shares in Q4 2021, an estimated $7K.
Ironwood Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and held it in 7 quarters.
Ironwood Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $7K in Q3 2021.
688 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2021.

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