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Curbstone Financial Management Corp’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Curbstone Financial Management Corp’s Portfolio BSCR Stock Details BSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-24,280
Closed -$476K – 201
2025
Q1 		$476K Buy
+24,280
New +$474K 0.1% 170
2022
Q1 		– Sell
-18,790
Closed -$405K – 203
2021
Q4 		$405K Buy
18,790
+270
+1% +$5.83K 0.07% 202
2021
Q3 		$404K Buy
+18,520
New +$407K 0.08% 196

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Curbstone Financial Management Corp's BSCR Position: Q2 2025 in Review

Curbstone Financial Management Corp sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2025, closing a stake of 24,280 shares — an estimated $476K sold.

Curbstone Financial Management Corp first reported a position in BSCR in Q3 2021 and held it in 3 quarters. The position peaked at $476K in Q1 2025. 354 funds tracked by Wall St. Rank hold BSCR as of Q2 2025.

  • Curbstone Financial Management Corp reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Curbstone Financial Management Corp sold 24,280 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2025, an estimated $476K.
  • Curbstone Financial Management Corp first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2021 and held it in 3 quarters.
  • Curbstone Financial Management Corp's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $476K in Q1 2025.
  • 354 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2025.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2025, filed 29 Jul 2025.