CIA
Concurrent Investment Advisors’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Sell |
118,945
-5,377
| -4% | -$143K | 0.06% | 316 |
|
|
2025
Q1 | $3.24M | Sell |
124,322
-2,258
| -2% | -$58.8K | 0.08% | 258 |
|
|
2024
Q4 | $3.3M | Sell |
126,580
-3,857
| -3% | -$100K | 0.09% | 224 |
|
|
2024
Q3 | $3.51M | Sell |
130,437
-1,570
| -1% | -$42.2K | 0.1% | 207 |
|
|
2024
Q2 | $3.43M | Sell |
132,007
-977
| -0.7% | -$25.4K | 0.11% | 184 |
|
|
2024
Q1 | $3.5M | Buy |
132,984
+313
| +0.2% | +$8.23K | 0.14% | 158 |
|
|
2023
Q4 | $3.49M | Buy |
+132,671
| New | +$3.49M | 0.17% | 147 |
|