Get Premium to unlock powerful stock data

Iron Financial, LLC Buys Hartford Total Return Bond ETF, iShares iBonds Dec 2026 Term Corporate ETF, Invesco BulletShares 2024 Corporate Bond ETF, Sells IDEXX Laboratories Inc, The Kroger Co, S&P Global Inc

Author's Avatar
insider
Nov 02, 2021
Article's Main Image
Northbrook, IL, based Investment company Iron Financial, LLC (Current Portfolio) buys Hartford Total Return Bond ETF, iShares iBonds Dec 2026 Term Corporate ETF, Invesco BulletShares 2024 Corporate Bond ETF, Invesco BulletShares 2023 Corporate Bond ETF, iShares iBonds Dec 2025 Term Corporate ETF, sells IDEXX Laboratories Inc, The Kroger Co, S&P Global Inc, Adobe Inc, Dollar General Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Iron Financial, LLC. As of 2021Q3, Iron Financial, LLC owns 110 stocks with a total value of $208 million. These are the details of the buys and sells.

For the details of Iron Financial, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/iron+financial%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Iron Financial, LLC
  1. Hartford Total Return Bond ETF (HTRB) - 540,406 shares, 10.56% of the total portfolio. New Position
  2. SPDR Portfolio Short Term Corporate Bond ETF (SPSB) - 663,199 shares, 9.94% of the total portfolio. Shares reduced by 9.84%
  3. CME Group Inc (CME) - 81,710 shares, 7.58% of the total portfolio. Shares reduced by 1.42%
  4. Vanguard Total Stock Market ETF (VTI) - 45,956 shares, 4.90% of the total portfolio. Shares reduced by 1.6%
  5. Apple Inc (AAPL) - 70,216 shares, 4.77% of the total portfolio. Shares added by 0.12%
New Purchase: Hartford Total Return Bond ETF (HTRB)

Iron Financial, LLC initiated holding in Hartford Total Return Bond ETF. The purchase prices were between $40.59 and $41.17, with an estimated average price of $40.91. The stock is now traded at around $40.705300. The impact to a portfolio due to this purchase was 10.56%. The holding were 540,406 shares as of 2021-09-30.

New Purchase: iShares iBonds Dec 2026 Term Corporate ETF (IBDR)

Iron Financial, LLC initiated holding in iShares iBonds Dec 2026 Term Corporate ETF. The purchase prices were between $26.41 and $26.68, with an estimated average price of $26.54. The stock is now traded at around $26.230000. The impact to a portfolio due to this purchase was 1.55%. The holding were 121,533 shares as of 2021-09-30.

New Purchase: Invesco BulletShares 2024 Corporate Bond ETF (BSCO)

Iron Financial, LLC initiated holding in Invesco BulletShares 2024 Corporate Bond ETF. The purchase prices were between $22.05 and $22.13, with an estimated average price of $22.09. The stock is now traded at around $21.978000. The impact to a portfolio due to this purchase was 1.54%. The holding were 145,649 shares as of 2021-09-30.

New Purchase: iShares iBonds Dec 2025 Term Corporate ETF (IBDQ)

Iron Financial, LLC initiated holding in iShares iBonds Dec 2025 Term Corporate ETF. The purchase prices were between $26.79 and $26.99, with an estimated average price of $26.89. The stock is now traded at around $26.645000. The impact to a portfolio due to this purchase was 1.54%. The holding were 119,632 shares as of 2021-09-30.

New Purchase: Invesco BulletShares 2023 Corporate Bond ETF (BSCN)

Iron Financial, LLC initiated holding in Invesco BulletShares 2023 Corporate Bond ETF. The purchase prices were between $21.6 and $21.67, with an estimated average price of $21.64. The stock is now traded at around $21.599900. The impact to a portfolio due to this purchase was 1.54%. The holding were 148,562 shares as of 2021-09-30.

New Purchase: Invesco BulletShares 2023 USD Emerging Markets Deb (BSCE)

Iron Financial, LLC initiated holding in Invesco BulletShares 2023 USD Emerging Markets Deb. The purchase prices were between $26 and $26.16, with an estimated average price of $26.08. The stock is now traded at around $25.990000. The impact to a portfolio due to this purchase was 1.22%. The holding were 97,658 shares as of 2021-09-30.

Added: Invesco BulletShares 2022 Corporate Bond ETF (BSCM)

Iron Financial, LLC added to a holding in Invesco BulletShares 2022 Corporate Bond ETF by 23.48%. The purchase prices were between $21.48 and $21.52, with an estimated average price of $21.5. The stock is now traded at around $21.487800. The impact to a portfolio due to this purchase was 0.29%. The holding were 149,698 shares as of 2021-09-30.

Added: Cboe Global Markets Inc (CBOE)

Iron Financial, LLC added to a holding in Cboe Global Markets Inc by 35.32%. The purchase prices were between $115.56 and $129.76, with an estimated average price of $122.15. The stock is now traded at around $134.280000. The impact to a portfolio due to this purchase was 0.23%. The holding were 14,939 shares as of 2021-09-30.

Added: Abbott Laboratories (ABT)

Iron Financial, LLC added to a holding in Abbott Laboratories by 147.65%. The purchase prices were between $116.66 and $129.06, with an estimated average price of $122.86. The stock is now traded at around $129.000000. The impact to a portfolio due to this purchase was 0.22%. The holding were 6,580 shares as of 2021-09-30.

Added: Cerner Corp (CERN)

Iron Financial, LLC added to a holding in Cerner Corp by 30.29%. The purchase prices were between $70.52 and $81.91, with an estimated average price of $77.27. The stock is now traded at around $76.810000. The impact to a portfolio due to this purchase was 0.06%. The holding were 7,631 shares as of 2021-09-30.

Added: Lockheed Martin Corp (LMT)

Iron Financial, LLC added to a holding in Lockheed Martin Corp by 26.32%. The purchase prices were between $336.05 and $383.48, with an estimated average price of $362.11. The stock is now traded at around $325.920000. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,790 shares as of 2021-09-30.

Added: Qualcomm Inc (QCOM)

Iron Financial, LLC added to a holding in Qualcomm Inc by 60.53%. The purchase prices were between $128.98 and $150.99, with an estimated average price of $141.93. The stock is now traded at around $134.750000. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,310 shares as of 2021-09-30.

Sold Out: IDEXX Laboratories Inc (IDXX)

Iron Financial, LLC sold out a holding in IDEXX Laboratories Inc. The sale prices were between $621.9 and $705.76, with an estimated average price of $671.83.

Sold Out: Adobe Inc (ADBE)

Iron Financial, LLC sold out a holding in Adobe Inc. The sale prices were between $575.72 and $666.59, with an estimated average price of $629.42.

Sold Out: S&P Global Inc (SPGI)

Iron Financial, LLC sold out a holding in S&P Global Inc. The sale prices were between $408.95 and $454.05, with an estimated average price of $433.31.

Sold Out: The Kroger Co (KR)

Iron Financial, LLC sold out a holding in The Kroger Co. The sale prices were between $37.41 and $47.31, with an estimated average price of $42.

Sold Out: Clorox Co (CLX)

Iron Financial, LLC sold out a holding in Clorox Co. The sale prices were between $162.19 and $187.74, with an estimated average price of $172.28.

Sold Out: Dollar General Corp (DG)

Iron Financial, LLC sold out a holding in Dollar General Corp. The sale prices were between $212.14 and $238.22, with an estimated average price of $225.5.



Here is the complete portfolio of Iron Financial, LLC. Also check out:

1. Iron Financial, LLC's Undervalued Stocks
2. Iron Financial, LLC's Top Growth Companies, and
3. Iron Financial, LLC's High Yield stocks
4. Stocks that Iron Financial, LLC keeps buying
Rating:
NaN / 5 ( votes)
Author's Avatar
WRITTEN BY

GuruFocus Screeners

Related Articles

Q&A with Gurus