BWM
BCS Wealth Management’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Sell |
32,866
-1,963
| -6% | -$45.3K | 0.16% | 126 |
|
|
2025
Q1 | $803K | Buy |
34,829
+725
| +2% | +$16.7K | 0.21% | 95 |
|
|
2024
Q4 | $787K | Buy |
34,104
+9,078
| +36% | +$209K | 0.2% | 100 |
|
|
2024
Q3 | $579K | Buy |
25,026
+2,388
| +11% | +$55.2K | 0.25% | 86 |
|
|
2024
Q2 | $519K | Buy |
22,638
+1,032
| +5% | +$23.7K | 0.25% | 82 |
|
|
2024
Q1 | $496K | Hold |
21,606
| – | – | 0.16% | 135 |
|
|
2023
Q4 | $491K | Buy |
21,606
+339
| +2% | +$7.7K | 0.18% | 121 |
|
|
2023
Q3 | $478K | Buy |
21,267
+9,106
| +75% | +$205K | 0.2% | 112 |
|
|
2023
Q2 | $274K | Sell |
12,161
-914
| -7% | -$20.6K | 0.2% | 91 |
|
|
2023
Q1 | $294K | Buy |
13,075
+2,256
| +21% | +$50.7K | 0.13% | 123 |
|
|
2022
Q4 | $239K | Buy |
+10,819
| New | +$239K | 0.1% | 169 |
|