Ironwood Financial’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Ironwood Financial’s Portfolio IGIB Stock Details IGIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-57	Closed	-$3K	–	313
2021 Q3	$3K	Hold	57	–	–	﹤0.01%	473
2021 Q2	$3K	Buy	57 +23	+68%	+$1.38K	﹤0.01%	471
2021 Q1	$2K	Hold	34	–	–	﹤0.01%	483
2020 Q4	$2K	Hold	34	–	–	﹤0.01%	440
2020 Q3	$2K	Hold	34	–	–	﹤0.01%	387
2020 Q2	$2K	Buy	+34	New	+$1.98K	﹤0.01%	360

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Ironwood Financial's IGIB Position: Q4 2021 in Review

Ironwood Financial sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2021, closing a stake of 57 shares — an estimated $3K sold.

Ironwood Financial first reported a position in IGIB in Q2 2020 and held it in 6 quarters. The position peaked at $3K in Q3 2021. 550 funds tracked by Wall St. Rank hold IGIB as of Q4 2021.

Ironwood Financial reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 57 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $3K.
Ironwood Financial first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 6 quarters.
Ironwood Financial's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3K in Q3 2021.
550 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2021.

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