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
151
$34.7K 0.01%
20,313
-1,500
152
– –
-53,347
153
– –
-36,058
154
– –
-238,844
155
– –
-258,948
156
– –
-6,505
157
– –
-11,082
3 4 5 6
7