Ironwood Financial’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Ironwood Financial’s Portfolio SUB Stock Details SUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$390K	Buy	3,683 +143	+4%	+$15.1K	0.19%	51
2015 Q2	$374K	Sell	3,540 -965	-21%	-$102K	0.18%	52
2015 Q1	$477K	Buy	4,505 +1,272	+39%	+$135K	0.23%	48
2014 Q4	$344K	Buy	+3,233	New	+$343K	0.19%	53

Other funds holding SUB

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ironwood Financial's SUB Position: Q3 2015 in Review

Ironwood Financial increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 4% in Q3 2015, buying an estimated $15.1K and bringing the position to 3,683 shares worth $390K. The position accounts for 0.19% of the portfolio, ranked #51.

Ironwood Financial first reported a position in SUB in Q4 2014 and has held it in 4 quarters since. The position peaked at $477K in Q1 2015. 126 funds tracked by Wall St. Rank hold SUB as of Q3 2015.

Ironwood Financial held 3,683 shares of iShares Short-Term National Muni Bond ETF worth $390K as of Q3 2015.
Ironwood Financial bought 143 iShares Short-Term National Muni Bond ETF shares in Q3 2015, an estimated $15.1K.
iShares Short-Term National Muni Bond ETF made up 0.19% of Ironwood Financial's portfolio in Q3 2015, its #51 holding.
Ironwood Financial first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2014 and has held it in 4 quarters since.
Ironwood Financial's iShares Short-Term National Muni Bond ETF position peaked at $477K in Q1 2015.
126 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2015.

Based on Ironwood Financial's 13F filing for Q3 2015, filed 9 Nov 2015.