CMH Wealth Management’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

CMH Wealth Management’s Portfolio BSCJ Stock Details BSCJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-109,755	Closed	-$2.3M	–	60
2018 Q1	$2.3M	Hold	109,755	–	–	1.55%	19
2017 Q4	$2.31M	Buy	+109,755	New	+$2.32M	1.53%	20
2017 Q3	–	Sell	-285,200	Closed	-$6.09M	–	53
2017 Q2	$6.09M	Buy	285,200 +153,220	+116%	+$3.25M	4.85%	3
2017 Q1	$2.8M	Buy	131,980 +4,400	+3%	+$93.3K	2.19%	17
2016 Q4	$2.7M	Buy	+127,580	New	+$2.71M	2.37%	15

Other funds holding BSCJ

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

IWMA

Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

CMH Wealth Management's BSCJ Position: Q2 2018 in Review

CMH Wealth Management sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q2 2018, closing a stake of 109,755 shares — an estimated $2.3M sold.

CMH Wealth Management first reported a position in BSCJ in Q4 2016 and held it in 5 quarters. The position peaked at $6.09M in Q2 2017. 164 funds tracked by Wall St. Rank hold BSCJ as of Q2 2018.

CMH Wealth Management reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
CMH Wealth Management sold 109,755 Invesco BulletShares 2019 Corporate Bond ETF shares in Q2 2018, an estimated $2.3M.
CMH Wealth Management first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q4 2016 and held it in 5 quarters.
CMH Wealth Management's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $6.09M in Q2 2017.
164 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q2 2018.

Based on CMH Wealth Management's 13F filing for Q2 2018, filed 20 Jul 2018.