IF
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Ironwood Financial’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Ironwood Financial’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-22
Closed -$1K – 531
2021
Q3 		$1K Hold
22
– – ﹤0.01% 553
2021
Q2 		$1K Sell
22
-11
-33% -$588 ﹤0.01% 540
2021
Q1 		$2K Hold
33
– – ﹤0.01% 497
2020
Q4 		$2K Hold
33
– – ﹤0.01% 451
2020
Q3 		$2K Hold
33
– – ﹤0.01% 400
2020
Q2 		$2K Buy
+33
New +$1.8K ﹤0.01% 375

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Bank of New York Mellon
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Charles Schwab
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MG
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AssetMark Inc
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Stifel Financial
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LPL Financial
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