Creative Planning’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Sell |
153,256
-6,978
| -4% | -$137K | ﹤0.01% | 1030 |
|
|
2025
Q1 | $3.14M | Buy |
160,234
+50,715
| +46% | +$994K | ﹤0.01% | 911 |
|
|
2024
Q4 | $2.13M | Buy |
109,519
+81,868
| +296% | +$1.59M | ﹤0.01% | 1092 |
|
|
2024
Q3 | $545K | Sell |
27,651
-8,461
| -23% | -$167K | ﹤0.01% | 2029 |
|
|
2024
Q2 | $694K | Buy |
36,112
+2,519
| +7% | +$48.4K | ﹤0.01% | 1673 |
|
|
2024
Q1 | $648K | Buy |
33,593
+5,206
| +18% | +$100K | ﹤0.01% | 1653 |
|
|
2023
Q4 | $552K | Buy |
28,387
+4,719
| +20% | +$91.8K | ﹤0.01% | 1649 |
|
|
2023
Q3 | $443K | Hold |
23,668
| – | – | ﹤0.01% | 1635 |
|
|
2023
Q2 | $450K | Hold |
23,668
| – | – | ﹤0.01% | 1617 |
|
|
2023
Q1 | $457K | Sell |
23,668
-53
| -0.2% | -$1.02K | ﹤0.01% | 1518 |
|
|
2022
Q4 | $451K | Buy |
+23,721
| New | +$451K | ﹤0.01% | 1482 |
|