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Ironwood Wealth Management (Arizona)’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Ironwood Wealth Management (Arizona)’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-29
Closed -$1K – 52
2019
Q3 		$1K Sell
29
-157
-84% -$4.62K ﹤0.01% 53
2019
Q2 		$5K Sell
186
-300
-62% -$8.59K ﹤0.01% 56
2019
Q1 		$14K Buy
486
+73
+18% +$2.05K 0.01% 50
2018
Q4 		$12K Buy
413
+62
+18% +$1.7K 0.01% 50
2018
Q3 		$10K Buy
351
+90
+34% +$2.5K 0.01% 50
2018
Q2 		$7K Buy
+261
New +$7.27K 0.01% 52

Other funds holding SPAB

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s SPAB Position: Q4 2019 in Review

Ironwood Wealth Management (Arizona) sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2019, closing a stake of 29 shares — an estimated $1K sold.

Ironwood Wealth Management (Arizona) first reported a position in SPAB in Q2 2018 and held it in 6 quarters. The position peaked at $14K in Q1 2019. 291 funds tracked by Wall St. Rank hold SPAB as of Q4 2019.

  • Ironwood Wealth Management (Arizona) reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Ironwood Wealth Management (Arizona) sold 29 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2019, an estimated $1K.
  • Ironwood Wealth Management (Arizona) first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2018 and held it in 6 quarters.
  • Ironwood Wealth Management (Arizona)'s State Street SPDR Portfolio Aggregate Bond ETF position peaked at $14K in Q1 2019.
  • 291 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2019.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q4 2019, filed 20 Feb 2020.