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
76
$891K 0.19%
10,802
-79
77
$889K 0.19%
4,025
-132
78
$865K 0.18%
11,033
-52
79
$850K 0.18%
9,638
-294
80
$837K 0.18%
40,690
-482
81
$814K 0.17%
1,542
+75
82
$814K 0.17%
3,528
-13
83
$778K 0.16%
29,046
-18
84
$777K 0.16%
3,760
+22
85
$775K 0.16%
6,379
+49
86
$766K 0.16%
1,310
-77
87
$743K 0.16%
15,587
-295
88
$731K 0.15%
9,049
-458
89
$728K 0.15%
4,270
-218
90
$724K 0.15%
15,628
+40
91
$685K 0.14%
3,535
-79
92
$678K 0.14%
4,851
-106
93
$651K 0.14%
5,732
+52
94
$648K 0.14%
10,002
-231
95
$632K 0.13%
15,142
-580
96
$623K 0.13%
5,996
+60
97
$578K 0.12%
6,026
+3,576
98
$573K 0.12%
9,212
-126
99
$571K 0.12%
2,892
+171
100
$568K 0.12%
25,611
-2,346
2 3
4
5 6