Blue Barn Wealth’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Blue Barn Wealth’s Portfolio BSJN Stock Details BSJN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-152,673	Closed	-$3.59M	–	137
2023 Q3	$3.59M	Sell	152,673 -283	-0.2%	-$6.66K	2.36%	10
2023 Q2	$3.6M	Sell	152,956 -3,914	-2%	-$92.1K	2.34%	9
2023 Q1	$3.7M	Sell	156,870 -13,666	-8%	-$321K	2.29%	10
2022 Q4	$3.98M	Buy	170,536 +102,822	+152%	+$2.39M	2.62%	10
2022 Q3	$1.54M	Hold	67,714	–	–	1.1%	20
2022 Q2	$1.55M	Hold	67,714	–	–	1.19%	22
2022 Q1	$1.66M	Hold	67,714	–	–	1.15%	22
2021 Q4	$1.71M	Buy	+67,714	New	+$1.71M	1.16%	21

Other funds holding BSJN

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Blue Barn Wealth's BSJN Position: Q4 2023 in Review

Blue Barn Wealth sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2023, closing a stake of 152,673 shares — an estimated $3.59M sold.

Blue Barn Wealth first reported a position in BSJN in Q4 2021 and held it in 8 quarters. The position peaked at $3.98M in Q4 2022. 4 funds tracked by Wall St. Rank hold BSJN as of Q4 2023.

Blue Barn Wealth reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Blue Barn Wealth sold 152,673 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $3.59M.
Blue Barn Wealth first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q4 2021 and held it in 8 quarters.
Blue Barn Wealth's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $3.98M in Q4 2022.
4 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2023.

Based on Blue Barn Wealth's 13F filing for Q4 2023, filed 6 Feb 2024.