High-Q | Semi-Annual Reconstitution – 2021
This reconstitution saw noteworthy changes to the holdings. Sector allocation adjustments included an increase in health care, decreases in technology and consumer defensives stocks, and an initiation in real estate.
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by IRON FinancialHigh-Q | Semi-Annual Reconstitution – 2023
The major sector allocation changes we saw were in real estate, utilities, consumer cyclicals, and financial services.
by IRON FinancialFixed Income Service | Are bonds back?
Short-term Treasury yields rise above 4.5% -- a 15-year high!
by IRON FinancialCore Plus Suite | Performance – February 2023
Performance for the IRON Core Plus Portfolios as of February 28, 2023 is now available.