CIA
Concurrent Investment Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Sell |
14,587
-246
| -2% | -$5.04K | 0.01% | 1061 |
|
|
2025
Q1 | $302K | Sell |
14,833
-99,494
| -87% | -$2.02M | 0.01% | 918 |
|
|
2024
Q4 | $2.3M | Sell |
114,327
-88,279
| -44% | -$1.78M | 0.06% | 291 |
|
|
2024
Q3 | $4.17M | Buy |
202,606
+10,876
| +6% | +$224K | 0.12% | 173 |
|
|
2024
Q2 | $3.83M | Buy |
191,730
+7,650
| +4% | +$153K | 0.13% | 168 |
|
|
2024
Q1 | $3.69M | Buy |
+184,080
| New | +$3.69M | 0.15% | 152 |
|