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
126
$317K 0.07%
540
127
$312K 0.07%
2,737
-133
128
$310K 0.07%
3,227
-229
129
$304K 0.06%
3,405
130
$304K 0.06%
1,788
-84
131
$284K 0.06%
17,035
+2,385
132
$280K 0.06%
489
133
$277K 0.06%
1,383
+28
134
$275K 0.06%
+3,130
135
$272K 0.06%
5,281
-605
136
$270K 0.06%
+9,570
137
$267K 0.06%
+1,098
138
$260K 0.05%
4,462
-14
139
$245K 0.05%
1,947
140
$243K 0.05%
8,559
+945
141
$232K 0.05%
3,197
142
$231K 0.05%
2,552
+79
143
$230K 0.05%
+835
144
$220K 0.05%
+18,500
145
$213K 0.04%
+911
146
$204K 0.04%
4,985
-760
147
$203K 0.04%
3,653
-1,148
148
$202K 0.04%
+772
149
$201K 0.04%
+4,474
150
$88.9K 0.02%
+14,000
3 4 5
6
7