IF
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Ironwood Financial’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Ironwood Financial’s Portfolio SPTL Stock Details SPTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-25
Closed -$1K – 478
2021
Q3 		$1K Hold
25
– – ﹤0.01% 550
2021
Q2 		$1K Buy
25
+10
+67% +$400 ﹤0.01% 536
2021
Q1 		$1K Hold
15
– – ﹤0.01% 520
2020
Q4 		$1K Hold
15
– – ﹤0.01% 472
2020
Q3 		$1K Hold
15
– – ﹤0.01% 420
2020
Q2 		$1K Buy
+15
New +$707 ﹤0.01% 393

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return