BWM
BCS Wealth Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.96M | Buy |
265,130
+24,616
| +10% | +$460K | 1.07% | 23 |
|
|
2025
Q1 | $4.46M | Buy |
240,514
+5,015
| +2% | +$92.9K | 1.15% | 23 |
|
|
2024
Q4 | $4.32M | Buy |
235,499
+57,338
| +32% | +$1.05M | 1.07% | 24 |
|
|
2024
Q3 | $3.35M | Buy |
178,161
+61,351
| +53% | +$1.15M | 1.43% | 20 |
|
|
2024
Q2 | $2.12M | Buy |
116,810
+42,934
| +58% | +$780K | 1.03% | 25 |
|
|
2024
Q1 | $1.35M | Buy |
73,876
+35,714
| +94% | +$654K | 0.43% | 54 |
|
|
2023
Q4 | $708K | Buy |
+38,162
| New | +$708K | 0.26% | 90 |
|
|
2023
Q2 | – | Sell |
-10,045
| Closed | -$184K | – | 121 |
|
|
2023
Q1 | $184K | Buy |
+10,045
| New | +$184K | 0.08% | 157 |
|