EWM
Empirical Wealth Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.32M | Buy |
177,772
+5,743
| +3% | +$107K | 0.08% | 167 |
|
|
2025
Q1 | $3.19M | Buy |
172,029
+7,534
| +5% | +$140K | 0.08% | 164 |
|
|
2024
Q4 | $3.02M | Buy |
164,495
+4,248
| +3% | +$77.9K | 0.08% | 155 |
|
|
2024
Q3 | $3.01M | Buy |
160,247
+4,209
| +3% | +$79.2K | 0.08% | 154 |
|
|
2024
Q2 | $2.83M | Buy |
156,038
+24,625
| +19% | +$447K | 0.08% | 150 |
|
|
2024
Q1 | $2.4M | Buy |
131,413
+15,329
| +13% | +$281K | 0.07% | 162 |
|
|
2023
Q4 | $2.15M | Buy |
116,084
+2,772
| +2% | +$51.4K | 0.07% | 157 |
|
|
2023
Q3 | $1.99M | Buy |
113,312
+1,006
| +0.9% | +$17.6K | 0.08% | 157 |
|
|
2023
Q2 | $2.02M | Sell |
112,306
-1,890
| -2% | -$33.9K | 0.08% | 154 |
|
|
2023
Q1 | $2.09M | Buy |
114,196
+30,659
| +37% | +$561K | 0.09% | 137 |
|
|
2022
Q4 | $1.48M | Buy |
+83,537
| New | +$1.48M | 0.07% | 159 |
|