BWM
BCS Wealth Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.46M | Buy |
315,050
+23,651
| +8% | +$485K | 1.39% | 14 |
|
|
2025
Q1 | $5.93M | Buy |
291,399
+5,790
| +2% | +$118K | 1.52% | 14 |
|
|
2024
Q4 | $5.75M | Buy |
285,609
+46,064
| +19% | +$927K | 1.43% | 14 |
|
|
2024
Q3 | $4.93M | Buy |
239,545
+73,589
| +44% | +$1.51M | 2.09% | 12 |
|
|
2024
Q2 | $3.31M | Buy |
165,956
+45,737
| +38% | +$913K | 1.61% | 17 |
|
|
2024
Q1 | $2.41M | Buy |
120,219
+49,429
| +70% | +$992K | 0.77% | 34 |
|
|
2023
Q4 | $1.44M | Buy |
+70,790
| New | +$1.44M | 0.53% | 51 |
|
|
2023
Q2 | – | Sell |
-12,047
| Closed | -$242K | – | 120 |
|
|
2023
Q1 | $242K | Buy |
+12,047
| New | +$242K | 0.11% | 136 |
|