CWS
Cypress Wealth Services’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 | $913K | Sell |
44,571
-666
| -1% | -$13.6K | 0.16% | 108 |
|
|
2025
Q1 | $921K | Buy |
45,237
+13,960
| +45% | +$284K | 0.19% | 94 |
|
|
2024
Q4 | $630K | Sell |
31,277
-512
| -2% | -$10.3K | 0.13% | 125 |
|
|
2024
Q3 | $654K | Buy |
31,789
+12,987
| +69% | +$267K | 0.14% | 115 |
|
|
2024
Q2 | $375K | Buy |
18,802
+2,277
| +14% | +$45.4K | 0.08% | 172 |
|
|
2024
Q1 | $332K | Buy |
+16,525
| New | +$332K | 0.08% | 185 |
|