CMH Wealth Management’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-297,905	Closed	-$6.18M	–	65
2018 Q4	$6.18M	Sell	297,905 -13,075	-4%	-$270K	3.73%	5
2018 Q3	$6.45M	Sell	310,980 -130,375	-30%	-$2.71M	3.38%	8
2018 Q2	$9.15M	Buy	441,355 +60,055	+16%	+$1.25M	5.23%	4
2018 Q1	$7.93M	Buy	381,300 +298,065	+358%	+$6.23M	5.35%	4
2017 Q4	$1.76M	Buy	83,235 +3,585	+5%	+$76.2K	1.16%	34
2017 Q3	$1.7M	Buy	79,650 +28,385	+55%	+$606K	1.26%	29
2017 Q2	$1.09M	Sell	51,265 -1,615	-3%	-$34.4K	0.87%	40
2017 Q1	$1.12M	Buy	52,880 +7,155	+16%	+$151K	0.88%	42
2016 Q4	$966K	Buy	+45,725	New	+$971K	0.85%	44

Other funds holding BSCL

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

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

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

MFWM

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

CMH Wealth Management's BSCL Position: Q1 2019 in Review

CMH Wealth Management sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q1 2019, closing a stake of 297,905 shares — an estimated $6.18M sold.

CMH Wealth Management first reported a position in BSCL in Q4 2016 and held it in 9 quarters. The position peaked at $9.15M in Q2 2018. 226 funds tracked by Wall St. Rank hold BSCL as of Q1 2019.

CMH Wealth Management reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
CMH Wealth Management sold 297,905 Invesco BulletShares 2021 Corporate Bond ETF shares in Q1 2019, an estimated $6.18M.
CMH Wealth Management first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2016 and held it in 9 quarters.
CMH Wealth Management's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $9.15M in Q2 2018.
226 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q1 2019.

Based on CMH Wealth Management's 13F filing for Q1 2019, filed 15 Apr 2019.