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
101
$550K 0.12%
14,432
-706
102
$542K 0.11%
1,872
-107
103
$537K 0.11%
6,880
+76
104
$514K 0.11%
1,340
+204
105
$511K 0.11%
7,133
106
$499K 0.1%
9,447
107
$467K 0.1%
9,029
-592
108
$463K 0.1%
+2,762
109
$459K 0.1%
1,718
+856
110
$446K 0.09%
13,418
-151
111
$442K 0.09%
9,352
-146
112
$439K 0.09%
16,868
-236
113
$434K 0.09%
4,014
-351
114
$396K 0.08%
+1,627
115
$386K 0.08%
9,270
116
$386K 0.08%
1,113
-26
117
$368K 0.08%
9,036
118
$368K 0.08%
7,079
-17
119
$367K 0.08%
9,547
-17
120
$359K 0.08%
7,823
-178
121
$358K 0.08%
3,671
-4
122
$350K 0.07%
2,304
-130
123
$350K 0.07%
10,200
-150
124
$347K 0.07%
11,902
-400
125
$339K 0.07%
939
3 4
5
6 7