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Ironwood Investment Counsel, LLC Buys Fiserv Inc, Teradyne Inc, Schwab Fundamental U.S. ...

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Scottsdale, AZ, based Investment company Ironwood Investment Counsel, LLC (Current Portfolio) buys Fiserv Inc, Teradyne Inc, Schwab Fundamental U.S. Small Company Index ETF, iShares Core U.S. Aggregate Bond ETF, BTC BlackRock Ultra Short-Term Bond ETF, sells JPMorgan Ultra-Short Municipal Income ETF, Block Inc, Financial Select Sector SPDR, Markel Corp, IJTiShares S&P Small-Cap 600 Growth ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Ironwood Investment Counsel, LLC. As of 2021Q4, Ironwood Investment Counsel, LLC owns 214 stocks with a total value of $438 million. These are the details of the buys and sells.

  • New Purchases: FISV, TER, FNDA, IYZ, EFA, TMO, VGT, IWS, BIP, MO, NVS, MLM, HPQ, FDX, DHI, AJG, CLM, CRF, HPS,

  • Added Positions: AGG, IVV, ICSH, FPE, USB, DIS, KLAC, CMCSA, CSCO, MDT, TSLA, IBM, CHRW, SBUX, ATUS, JNJ, CVS, MCK, PEP, MMM, MA, ISTB, SPY, LMT, TAP, LOW, OMC, GOOGL, CCI, BRK.A, WFC, WM, UNH, MRK, SYY, COST, IWO, MS, GIS, PAYX, JPM, GOOG, PSLV, JCI, QCOM, PNW, BRMK, DE, DBRG, AEP,

  • Reduced Positions: JMST, TROW, ACN, MSFT, INTC, BUD, NLSN, XLNX, AMZN, PG, QQQ, HI, PEAK, WTW, PPG, NFLX, GE, XOM, FNDX, IJR, CAH, AMG, T, LPLA, SCHD, VTI, VUG, TXN, SPGI, MMP, LPTH, GILD, ESS, CVX, CAT, AMGN, ABC, AEE, ADBE,

  • Sold Out: SQ, XLF, MKL, IJT,


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

These are the top 5 holdings of Ironwood Investment Counsel, LLC

  1. Microsoft Corp (MSFT) - 97,350 shares, 7.48% of the total portfolio. Shares reduced by 1.06%

  2. Apple Inc (AAPL) - 137,401 shares, 5.57% of the total portfolio. Shares added by 0.35%

  3. JPMorgan Ultra-Short Income ETF (JPST) - 223,536 shares, 2.58% of the total portfolio. Shares added by 0.52%

  4. iShares Core 1-5 Year USD Bond ETF (ISTB) - 209,810 shares, 2.42% of the total portfolio. Shares added by 1.22%

  5. Cisco Systems Inc (CSCO) - 146,969 shares, 2.13% of the total portfolio. Shares added by 3.71%

New Purchase: Fiserv Inc (FISV)

Ironwood Investment Counsel, LLC initiated holding in Fiserv Inc. The purchase prices were between $95.55 and $111.29, with an estimated average price of $103.27. The stock is now traded at around $106.280000. The impact to a portfolio due to this purchase was 0.39%. The holding were 16,329 shares as of 2021-12-31.

New Purchase: Teradyne Inc (TER)

Ironwood Investment Counsel, LLC initiated holding in Teradyne Inc. The purchase prices were between $107.27 and $168.56, with an estimated average price of $141.64. The stock is now traded at around $111.860000. The impact to a portfolio due to this purchase was 0.35%. The holding were 9,292 shares as of 2021-12-31.

New Purchase: Schwab Fundamental U.S. Small Company Index ETF (FNDA)

Ironwood Investment Counsel, LLC initiated holding in Schwab Fundamental U.S. Small Company Index ETF. The purchase prices were between $51.99 and $57.41, with an estimated average price of $54.86. The stock is now traded at around $51.890000. The impact to a portfolio due to this purchase was 0.19%. The holding were 15,279 shares as of 2021-12-31.

New Purchase: BTC iShares U.S. Telecommunications ETF (IYZ)

Ironwood Investment Counsel, LLC initiated holding in BTC iShares U.S. Telecommunications ETF. The purchase prices were between $30.18 and $33.15, with an estimated average price of $32.1. The stock is now traded at around $30.690000. The impact to a portfolio due to this purchase was 0.07%. The holding were 8,700 shares as of 2021-12-31.

New Purchase: iShares MSCI EAFE ETF (EFA)

Ironwood Investment Counsel, LLC initiated holding in iShares MSCI EAFE ETF. The purchase prices were between $74.94 and $80.27, with an estimated average price of $78. The stock is now traded at around $75.890000. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,175 shares as of 2021-12-31.

New Purchase: Brookfield Infrastructure Partners LP (BIP)

Ironwood Investment Counsel, LLC initiated holding in Brookfield Infrastructure Partners LP. The purchase prices were between $55.88 and $61.08, with an estimated average price of $57.95. The stock is now traded at around $60.220000. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,660 shares as of 2021-12-31.

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

Ironwood Investment Counsel, LLC added to a holding in iShares Core U.S. Aggregate Bond ETF by 283.31%. The purchase prices were between $113.17 and $115.05, with an estimated average price of $114.13. The stock is now traded at around $111.270000. The impact to a portfolio due to this purchase was 0.19%. The holding were 10,127 shares as of 2021-12-31.

Added: BTC BlackRock Ultra Short-Term Bond ETF (ICSH)

Ironwood Investment Counsel, LLC added to a holding in BTC BlackRock Ultra Short-Term Bond ETF by 76.84%. The purchase prices were between $50.36 and $50.44, with an estimated average price of $50.4. The stock is now traded at around $50.340000. The impact to a portfolio due to this purchase was 0.14%. The holding were 28,157 shares as of 2021-12-31.

Added: Altice USA Inc (ATUS)

Ironwood Investment Counsel, LLC added to a holding in Altice USA Inc by 55.04%. The purchase prices were between $14.65 and $19.51, with an estimated average price of $16.88. The stock is now traded at around $14.940000. The impact to a portfolio due to this purchase was 0.04%. The holding were 30,350 shares as of 2021-12-31.

Added: Sprott Physical Silver Trust (PSLV)

Ironwood Investment Counsel, LLC added to a holding in Sprott Physical Silver Trust by 21.98%. The purchase prices were between $7.64 and $8.81, with an estimated average price of $8.14. The stock is now traded at around $7.750000. The impact to a portfolio due to this purchase was 0.01%. The holding were 43,570 shares as of 2021-12-31.

Sold Out: Block Inc (SQ)

Ironwood Investment Counsel, LLC sold out a holding in Block Inc. The sale prices were between $158.3 and $265.08, with an estimated average price of $215.58.

Sold Out: Financial Select Sector SPDR (XLF)

Ironwood Investment Counsel, LLC sold out a holding in Financial Select Sector SPDR. The sale prices were between $37.36 and $40.43, with an estimated average price of $39.16.

Sold Out: Markel Corp (MKL)

Ironwood Investment Counsel, LLC sold out a holding in Markel Corp. The sale prices were between $1188 and $1330.53, with an estimated average price of $1262.22.

Sold Out: IJTiShares S&P Small-Cap 600 Growth ETF (IJT)

Ironwood Investment Counsel, LLC sold out a holding in IJTiShares S&P Small-Cap 600 Growth ETF. The sale prices were between $130.31 and $143.39, with an estimated average price of $136.03.



Here is the complete portfolio of Ironwood Investment Counsel, LLC. Also check out:

1. Ironwood Investment Counsel, LLC's Undervalued Stocks

2. Ironwood Investment Counsel, LLC's Top Growth Companies, and

3. Ironwood Investment Counsel, LLC's High Yield stocks

4. Stocks that Ironwood Investment Counsel, LLC keeps buyingThis article first appeared on GuruFocus.