Ironwood Financial’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-116	Closed	-$3K	–	457
2021 Q3	$3K	Hold	116	–	–	﹤0.01%	483
2021 Q2	$3K	Hold	116	–	–	﹤0.01%	480
2021 Q1	$3K	Hold	116	–	–	﹤0.01%	465
2020 Q4	$3K	Hold	116	–	–	﹤0.01%	424
2020 Q3	$3K	Hold	116	–	–	﹤0.01%	372
2020 Q2	$3K	Hold	116	–	–	﹤0.01%	352
2020 Q1	$3K	Hold	116	–	–	﹤0.01%	303
2019 Q4	$3K	Hold	116	–	–	﹤0.01%	335
2019 Q3	$3K	Hold	116	–	–	﹤0.01%	339
2019 Q2	$3K	Hold	116	–	–	﹤0.01%	338
2019 Q1	$3K	Buy	+116	New	+$3K	﹤0.01%	335
2017 Q1	–	Sell	-990	Closed	-$25K	–	279
2016 Q4	$25K	Sell	990 -10	-1%	-$253	0.02%	118
2016 Q3	$27K	Hold	1,000	–	–	0.02%	118
2016 Q2	$27K	Sell	1,000 -900	-47%	-$24.3K	0.02%	118
2016 Q1	$50K	Buy	+1,900	New	+$50K	0.04%	87
2015 Q3	$50K	Hold	1,900	–	–	0.02%	112
2015 Q2	$49K	Hold	1,900	–	–	0.02%	115
2015 Q1	$50K	Sell	1,900 -246	-11%	-$6.47K	0.02%	111
2014 Q4	$56K	Buy	+2,146	New	+$56K	0.03%	97