Invesco BulletShares 2030 Corporate Bond ETF

BSCU

時価総額 $27.9億

Clark Asset Management increased its BSCU position by 206,125 shares in the first quarter; the estimated trade size was $3.48 million based on quarterly average prices. Meanwhile, the quarter-end position value rose by $3.26 million, reflecting both trading and price movement.

Today, Vanguard decided to join the target-maturity party, launching a suite of corporate bond ETFs designed to assist investors with bond laddering. Vanguard's entry is significant due to its massive distribution scale in tandem with its low-cost reputation.

GPM Growth Investors initiated a new stake of 440,939 shares in BSCU. The quarter-end position value was $7.46 million.

Howard Wealth Management purchased 158,863 shares of BSCU in the fourth quarter; the estimated trade size was $2.69 million based on quarterly average prices. The transaction accounted for 1.17% of reportable AUM.

Indiana-based Kirr Marbach bought 653,537 shares of BSCU in the fourth quarter; the estimated transaction value was $11.06 million (based on quarterly average prices). The new position represents 2.11% of reported 13F assets under management (AUM).

Invesco's BulletShares ETFs allow investors to build customized fixed income portfolios. This can help meet specific maturity profiles, risk preferences, and investment goals Similar to individual bonds, BulletShares ETFs offer the potential for monthly income and a cash distribution at the fund's expected termination.

Past performance is not indicative of future results. Yet many people seem comfortable with a portfolio for 2024 that looks a lot like 2023.