Ironwood Wealth Management, LLC.
CIK:0001692820
Investment Adviser
$662M AUM
42 holdings
Chandler, AZ, USA
Ironwood Wealth Management, LLC is an SEC registered investment adviser located in Chandler, Arizona.
Top Buys
B
BSCQInvesco BulletShares 2026 Corp Bd ETF+$19.1M
S
SPTLSPDR(R) Portfolio Long Term Treasury ETF+$1.3M
S
SCHASchwab US Small Cap Etf+$1.1M
S
SUBIshares Short-Term National Muni Bond ETF+$830.6K
V
VOOVanguard S&P 500 Index ETF+$78.7K
Top Sells
B
BSCPInvesco BulletShares 2025 Corp Bd ETF-$23.3M
V
VGLTVanguard Long-Term Treasury ETF-$11.1M
I
IEFiShares 7-10 Year Treasury Bond ETF-$9.8M
I
IEFAIshares TRUST Core Msci Eafe Etf-$5.5M
M
MUBIshares National AMT Free Muni ETF-$4.0M
Top Holdings
I
IEFAIshares TRUST Core Msci Eafe Etf+17.4%$47.7M
V
VGLTVanguard Long-Term Treasury ETF+14.1%$38.8M
I
IEFiShares 7-10 Year Treasury Bond ETF+13.7%$37.7M
I
IVViShares S&P 500 Index (ETF)+13.2%$36.1M
I
IEMGIshares Inc Core Msci Emerging Mkts Etf+9.6%$26.3M
Equity Positions (42)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEFA | Ishares TRUST Core Msci Eafe Etf | 17.41% | $47.7M | 571,299 | $64.97 | $83.48 | -$5.5M |
V VGLT | Vanguard Long-Term Treasury ETF | 14.15% | $38.8M | 690,694 | $58.88 | $56.12 | -$11.1M |
I IEF | iShares 7-10 Year Treasury Bond ETF | 13.75% | $37.7M | 393,200 | $99.52 | $95.77 | -$9.8M |
I IVV | iShares S&P 500 Index (ETF) | 13.17% | $36.1M | 58,096 | $351.10 | $620.90 | -$1.6M |
I IEMG | Ishares Inc Core Msci Emerging Mkts Etf | 9.58% | $26.3M | 437,286 | $51.70 | $60.03 | -$2.3M |
Industry Allocation
COMMERCIAL BANKS, NEC
+1.1%
DENTAL EQUIPMENT & SUPPLIES
+0.0%