Ironwood Wealth Management, LLC. Buys Invesco BulletShares 2020 Corporate Bond ETF, iShares Core U.S. Aggregate Bond, SPDR S&P 600 Small Cap ETF (based on S&P SmallCap , Sells Schwab International Equity, iShares Short-Term National Muni Bond, iShares Nat

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Jul 28, 2020
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Investment company Ironwood Wealth Management, LLC. (Current Portfolio) buys Invesco BulletShares 2020 Corporate Bond ETF, iShares Core U.S. Aggregate Bond, SPDR S&P 600 Small Cap ETF (based on S&P SmallCap , SPDR S&P 500, Raytheon Technologies Corp, sells Schwab International Equity, iShares Short-Term National Muni Bond, iShares National Muni Bond, Schwab U.S. Large-Cap, Schwab Emerging Markets Equity during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Ironwood Wealth Management, LLC.. As of 2020Q2, Ironwood Wealth Management, LLC. owns 42 stocks with a total value of $122 million. These are the details of the buys and sells.

For the details of Ironwood Wealth Management, LLC.'s stock buys and sells, go to https://www.gurufocus.com/guru/ironwood+wealth+management%2C+llc./current-portfolio/portfolio

These are the top 5 holdings of Ironwood Wealth Management, LLC.
  1. iShares Core MSCI EAFE (IEFA) - 397,366 shares, 18.59% of the total portfolio. Shares added by 7.06%
  2. Invesco BulletShares 2020 Corporate Bond ETF (BSCK) - 1,044,851 shares, 18.20% of the total portfolio. New Position
  3. iShares Core S&P 500 (IVV) - 67,157 shares, 17.02% of the total portfolio. Shares added by 3.97%
  4. iShares Core MSCI Emerging Markets (IEMG) - 280,694 shares, 10.94% of the total portfolio. Shares added by 10.28%
  5. iShares Core S&P Mid-Cap (IJH) - 54,232 shares, 7.89% of the total portfolio. Shares added by 4.75%
New Purchase: Invesco BulletShares 2020 Corporate Bond ETF (BSCK)

Ironwood Wealth Management, LLC. initiated holding in Invesco BulletShares 2020 Corporate Bond ETF. The purchase prices were between $20.88 and $21.27, with an estimated average price of $21.18. The stock is now traded at around $21.23. The impact to a portfolio due to this purchase was 18.2%. The holding were 1,044,851 shares as of .

New Purchase: Raytheon Technologies Corp (RTX)

Ironwood Wealth Management, LLC. initiated holding in Raytheon Technologies Corp. The purchase prices were between $49.93 and $74.16, with an estimated average price of $62.35. The stock is now traded at around $61.00. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,631 shares as of .

New Purchase: Invesco Senior Loan (BKLN)

Ironwood Wealth Management, LLC. initiated holding in Invesco Senior Loan. The purchase prices were between $19.38 and $21.79, with an estimated average price of $20.99. The stock is now traded at around $21.65. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,043 shares as of .

New Purchase: Dentsply Sirona Inc (XRAY)

Ironwood Wealth Management, LLC. initiated holding in Dentsply Sirona Inc. The purchase prices were between $35.45 and $51.17, with an estimated average price of $42.23. The stock is now traded at around $43.72. The impact to a portfolio due to this purchase was 0.01%. The holding were 390 shares as of .

Added: iShares Core U.S. Aggregate Bond (AGG)

Ironwood Wealth Management, LLC. added to a holding in iShares Core U.S. Aggregate Bond by 2553.13%. The purchase prices were between $114.07 and $117.99, with an estimated average price of $116.59. The stock is now traded at around $119.28. The impact to a portfolio due to this purchase was 0.39%. The holding were 4,245 shares as of .

Added: SPDR S&P 600 Small Cap ETF (based on S&P SmallCap (SLY)

Ironwood Wealth Management, LLC. added to a holding in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap by 27.53%. The purchase prices were between $44.15 and $65.37, with an estimated average price of $54.47. The stock is now traded at around $61.19. The impact to a portfolio due to this purchase was 0.3%. The holding were 28,979 shares as of .

Added: SPDR S&P 500 (SPY)

Ironwood Wealth Management, LLC. added to a holding in SPDR S&P 500 by 30.38%. The purchase prices were between $246.15 and $323.2, with an estimated average price of $292.2. The stock is now traded at around $322.75. The impact to a portfolio due to this purchase was 0.3%. The holding were 5,056 shares as of .

Added: Vanguard Total Stock Market (VTI)

Ironwood Wealth Management, LLC. added to a holding in Vanguard Total Stock Market by 48.49%. The purchase prices were between $122.96 and $164.1, with an estimated average price of $147.09. The stock is now traded at around $163.73. The impact to a portfolio due to this purchase was 0.03%. The holding were 591 shares as of .

Added: Apple Inc (AAPL)

Ironwood Wealth Management, LLC. added to a holding in Apple Inc by 81.82%. The purchase prices were between $240.91 and $366.53, with an estimated average price of $308.62. The stock is now traded at around $376.17. The impact to a portfolio due to this purchase was 0.01%. The holding were 100 shares as of .

Added: SPDR Select Sector Fund - Energy Select Sector (XLE)

Ironwood Wealth Management, LLC. added to a holding in SPDR Select Sector Fund - Energy Select Sector by 22.22%. The purchase prices were between $27.62 and $46.86, with an estimated average price of $37.03. The stock is now traded at around $37.03. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 22 shares as of .

Sold Out: iShares Short-Term National Muni Bond (SUB)

Ironwood Wealth Management, LLC. sold out a holding in iShares Short-Term National Muni Bond. The sale prices were between $105.27 and $107.99, with an estimated average price of $107.07.

Sold Out: iShares National Muni Bond (MUB)

Ironwood Wealth Management, LLC. sold out a holding in iShares National Muni Bond. The sale prices were between $109.93 and $115.44, with an estimated average price of $113.52.

Sold Out: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)

Ironwood Wealth Management, LLC. sold out a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF. The sale prices were between $92.92 and $108.9, with an estimated average price of $102.72.

Sold Out: iShares U.S. Utilities (IDU)

Ironwood Wealth Management, LLC. sold out a holding in iShares U.S. Utilities. The sale prices were between $128.07 and $154.96, with an estimated average price of $142.15.

Sold Out: Invesco Cleantech (PZD)

Ironwood Wealth Management, LLC. sold out a holding in Invesco Cleantech. The sale prices were between $35.2 and $51.35, with an estimated average price of $44.04.

Sold Out: Boeing Co (BA)

Ironwood Wealth Management, LLC. sold out a holding in Boeing Co. The sale prices were between $120 and $230.5, with an estimated average price of $153.37.

Reduced: Schwab International Equity (SCHF)

Ironwood Wealth Management, LLC. reduced to a holding in Schwab International Equity by 63.75%. The sale prices were between $24.62 and $31.42, with an estimated average price of $28.04. The stock is now traded at around $31.25. The impact to a portfolio due to this sale was -1.91%. Ironwood Wealth Management, LLC. still held 37,506 shares as of .

Reduced: Schwab U.S. Large-Cap (SCHX)

Ironwood Wealth Management, LLC. reduced to a holding in Schwab U.S. Large-Cap by 21.86%. The sale prices were between $58.5 and $77.51, with an estimated average price of $69.74. The stock is now traded at around $77.57. The impact to a portfolio due to this sale was -1.59%. Ironwood Wealth Management, LLC. still held 83,221 shares as of .

Reduced: Schwab Emerging Markets Equity (SCHE)

Ironwood Wealth Management, LLC. reduced to a holding in Schwab Emerging Markets Equity by 36.94%. The sale prices were between $19.87 and $25.05, with an estimated average price of $22.66. The stock is now traded at around $26.57. The impact to a portfolio due to this sale was -1.21%. Ironwood Wealth Management, LLC. still held 89,283 shares as of .

Reduced: Schwab U.S. Mid Cap (SCHM)

Ironwood Wealth Management, LLC. reduced to a holding in Schwab U.S. Mid Cap by 28.06%. The sale prices were between $39.01 and $57.03, with an estimated average price of $48.76. The stock is now traded at around $54.83. The impact to a portfolio due to this sale was -0.72%. Ironwood Wealth Management, LLC. still held 39,242 shares as of .

Reduced: Schwab U.S. Small-Cap (SCHA)

Ironwood Wealth Management, LLC. reduced to a holding in Schwab U.S. Small-Cap by 28.68%. The sale prices were between $47.17 and $70.43, with an estimated average price of $59.73. The stock is now traded at around $67.75. The impact to a portfolio due to this sale was -0.68%. Ironwood Wealth Management, LLC. still held 29,502 shares as of .

Reduced: iPath Bloomberg Commodity Index Total Return ETN (DJP)

Ironwood Wealth Management, LLC. reduced to a holding in iPath Bloomberg Commodity Index Total Return ETN by 99.27%. The sale prices were between $15.83 and $17.67, with an estimated average price of $16.85. The stock is now traded at around $18.78. The impact to a portfolio due to this sale was -0.59%. Ironwood Wealth Management, LLC. still held 236 shares as of .



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