IF

Ironwood Financial Portfolio holdings

AUM $466M
This Quarter Return
+5%
1 Year Return
+9.07%
3 Year Return
+43.95%
5 Year Return
+66.55%
10 Year Return
–
AUM
$435M
AUM Growth
+$435M
Cap. Flow
+$18.8M
Cap. Flow %
4.32%
Top 10 Hldgs %
43.8%
Holding
153
New
7
Increased
56
Reduced
48
Closed
2

Top Buys

1
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.35M
2
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.19M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$3.12M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$2.26M
5
IVV icon
iShares Core S&P 500 ETF
IVV
$1.02M

Top Sells

1
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$1.98M
2
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$1.88M
3
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
$1.74M
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
$1.74M
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$1.46M

Sector Composition

1 Technology 11.01%
2 Healthcare 3.65%
3 Consumer Discretionary 2.68%
4 Communication Services 1.78%
5 Financials 1.16%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
WNS icon
151
WNS Holdings
WNS
$3.24B
– –
-3,393
Closed -$214K
3 4 5 6
7