IF

Ironwood Financial Portfolio holdings

AUM $564M
1-Year Est. Return 10.45%
This Quarter Est. Return
1 Year Est. Return
+10.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$4.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$5.61M
3
+$4.37M
4
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$624K
5
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$405K

Top Sells

1
+$7.31M
2
+$4.69M
3
+$2.94M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$2.75M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$956K

Sector Composition

1 Technology 0.98%
2 Industrials 0.75%
3 Consumer Discretionary 0.5%
4 Healthcare 0.44%
5 Financials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
110
377
$1K ﹤0.01%
39
378
$1K ﹤0.01%
556
379
– –
-92
380
$0 ﹤0.01%
3
381
– –
-29,047
382
– –
-200
383
– –
-1,602
384
– –
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385
$0 ﹤0.01%
7
386
$0 ﹤0.01%
2
387
$0 ﹤0.01%
18
388
$0 ﹤0.01%
7
389
– –
-33
390
– –
0
391
$0 ﹤0.01%
20
392
$0 ﹤0.01%
1
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$0 ﹤0.01%
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394
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395
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396
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397
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398
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399
– –
-400
400
$0 ﹤0.01%
260
13 14 15
16
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