Elmwood Wealth Management’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-11,800
Closed -$296K 371
2020
Q1
$296K Buy
+11,800
New +$296K 0.28% 74
2018
Q4
Sell
-11,800
Closed -$297K 319
2018
Q3
$297K Sell
11,800
-2,000
-14% -$50.2K 0.25% 81
2018
Q2
$346K Buy
13,800
+2,000
+17% +$50.2K 0.32% 77
2018
Q1
$296K Buy
+11,800
New +$296K 0.28% 74

Elmwood Wealth Management's BSJI Position: Q2 2020 in Review

Elmwood Wealth Management sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q2 2020, closing a stake of 11,800 shares — an estimated $296K sold.

Elmwood Wealth Management first reported a position in BSJI in Q1 2018 and held it in 4 quarters. The position peaked at $346K in Q2 2018. 0 funds tracked by Wall St. Rank hold BSJI as of Q2 2020.

  • Elmwood Wealth Management reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Elmwood Wealth Management sold 11,800 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q2 2020, an estimated $296K.
  • Elmwood Wealth Management first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q1 2018 and held it in 4 quarters.
  • Elmwood Wealth Management's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $346K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.