Ironwood Investment Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Ironwood Investment Management’s Portfolio VGIT Stock Details VGIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-17,130	Closed	-$999K	–	172
2022 Q3	$999K	Buy	17,130 +4,047	+31%	+$245K	0.7%	50
2022 Q2	$800K	Buy	13,083 +185	+1%	+$11.3K	0.53%	63
2022 Q1	$811K	Buy	12,898 +1,819	+16%	+$118K	0.44%	79
2021 Q4	$736K	Sell	11,079 -205	-2%	-$13.7K	0.36%	93
2021 Q3	$762K	Sell	11,284 -295	-3%	-$20.1K	0.39%	93
2021 Q2	$785K	Sell	11,579 -1,142	-9%	-$77.3K	0.4%	91
2021 Q1	$855K	Buy	12,721 +82	+0.6%	+$5.61K	0.45%	80
2020 Q4	$877K	Sell	12,639 -45	-0.4%	-$3.15K	0.51%	72
2020 Q3	$894K	Sell	12,684 -5,537	-30%	-$391K	0.64%	55
2020 Q2	$1.29M	Buy	18,221 +526	+3%	+$37K	1%	27
2020 Q1	$1.25M	Buy	+17,695	New	+$1.2M	1.25%	17

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Libra Wealth Los Gatos, California $391M AUM 18.18% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ironwood Investment Management's VGIT Position: Q4 2022 in Review

Ironwood Investment Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2022, closing a stake of 17,130 shares — an estimated $999K sold.

Ironwood Investment Management first reported a position in VGIT in Q1 2020 and held it in 11 quarters. The position peaked at $1.29M in Q2 2020. 493 funds tracked by Wall St. Rank hold VGIT as of Q4 2022.

Ironwood Investment Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
Ironwood Investment Management sold 17,130 Vanguard Intermediate-Term Treasury ETF shares in Q4 2022, an estimated $999K.
Ironwood Investment Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2020 and held it in 11 quarters.
Ironwood Investment Management's Vanguard Intermediate-Term Treasury ETF position peaked at $1.29M in Q2 2020.
493 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2022.

Based on Ironwood Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.