BWM
BCS Wealth Management’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.81M | Buy |
290,810
+21,601
| +8% | +$357K | 1.03% | 27 |
|
|
2025
Q1 | $4.39M | Buy |
269,209
+16,470
| +7% | +$269K | 1.13% | 24 |
|
|
2024
Q4 | $4.06M | Buy |
252,739
+27,519
| +12% | +$442K | 1.01% | 28 |
|
|
2024
Q3 | $3.75M | Buy |
225,220
+66,264
| +42% | +$1.1M | 1.6% | 17 |
|
|
2024
Q2 | $2.54M | Buy |
158,956
+47,745
| +43% | +$761K | 1.23% | 21 |
|
|
2024
Q1 | $1.79M | Buy |
111,211
+28,062
| +34% | +$452K | 0.58% | 46 |
|
|
2023
Q4 | $1.37M | Buy |
83,149
+61,850
| +290% | +$1.02M | 0.5% | 53 |
|
|
2023
Q3 | $325K | Buy |
21,299
+6,425
| +43% | +$98K | 0.14% | 144 |
|
|
2023
Q2 | $237K | Buy |
+14,874
| New | +$237K | 0.17% | 100 |
|