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
$476M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.68M
3
+$1.34M
4
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$1.32M
5
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$1.16M

Top Sells

1
+$5.88M
2
+$5.39M
3
+$5.03M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.34M
5
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$838K

Sector Composition

1 Technology 11.17%
2 Healthcare 3.24%
3 Consumer Discretionary 2.66%
4 Communication Services 1.63%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.87M 0.39%
13,427
+62
52
$1.85M 0.39%
29,308
+3,656
53
$1.84M 0.39%
6,982
-34
54
$1.84M 0.39%
5,710
-103
55
$1.83M 0.38%
4,505
+159
56
$1.82M 0.38%
15,467
+635
57
$1.77M 0.37%
6,234
-61
58
$1.71M 0.36%
4,547
-53
59
$1.68M 0.35%
60,513
-945
60
$1.65M 0.35%
74,561
+11,229
61
$1.61M 0.34%
9,945
-148
62
$1.57M 0.33%
6,620
+36
63
$1.47M 0.31%
4,838
+833
64
$1.37M 0.29%
60,675
-978
65
$1.33M 0.28%
57,119
+10,335
66
$1.3M 0.27%
10,763
+23
67
$1.23M 0.26%
72,526
+8,322
68
$1.22M 0.26%
51,956
+12,421
69
$1.19M 0.25%
26,358
+1,839
70
$1.07M 0.22%
41,372
-1,294
71
$973K 0.2%
20,604
-859
72
$969K 0.2%
33,472
-885
73
$925K 0.19%
40,922
+14,257
74
$901K 0.19%
5,163
+870
75
$900K 0.19%
29,760
-987
1 2
3
4 5