Caldwell Trust’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Caldwell Trust’s Portfolio BSCR Stock Details BSCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$44.1K	Hold	2,245
2025 Q1	$44K	Hold	2,245
2024 Q4	$43.7K	Hold	2,245
2024 Q3	$44.3K	Buy	+2,245