Arete Wealth Advisors’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $307K | Hold |
13,923
| – | – | 0.02% | 550 |
|
2025
Q1 | $301K | Sell |
13,923
-1,117
| -7% | -$24.1K | 0.02% | 527 |
|
2024
Q4 | $328K | Buy |
15,040
+439
| +3% | +$9.57K | 0.02% | 527 |
|
2024
Q3 | $323K | Buy |
14,601
+1,117
| +8% | +$24.7K | 0.03% | 493 |
|
2024
Q2 | $289K | Buy |
13,484
+1,335
| +11% | +$28.6K | 0.02% | 539 |
|
2024
Q1 | $263K | Buy |
+12,149
| New | +$263K | 0.02% | 356 |
|