EWM
Empirical Wealth Management’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Buy |
32,718
+878
| +3% | +$19.9K | 0.02% | 348 |
|
|
2025
Q1 | $713K | Buy |
31,840
+541
| +2% | +$12.1K | 0.02% | 344 |
|
|
2024
Q4 | $701K | Buy |
31,299
+976
| +3% | +$21.9K | 0.02% | 326 |
|
|
2024
Q3 | $688K | Buy |
30,323
+237
| +0.8% | +$5.38K | 0.02% | 322 |
|
|
2024
Q2 | $664K | Buy |
30,086
+1,784
| +6% | +$39.4K | 0.02% | 306 |
|
|
2024
Q1 | $630K | Buy |
28,302
+344
| +1% | +$7.65K | 0.02% | 315 |
|
|
2023
Q4 | $625K | Buy |
27,958
+219
| +0.8% | +$4.9K | 0.02% | 291 |
|
|
2023
Q3 | $594K | Buy |
27,739
+540
| +2% | +$11.6K | 0.02% | 283 |
|
|
2023
Q2 | $589K | Buy |
27,199
+92
| +0.3% | +$1.99K | 0.02% | 285 |
|
|
2023
Q1 | $592K | Buy |
27,107
+6,546
| +32% | +$143K | 0.03% | 304 |
|
|
2022
Q4 | $439K | Buy |
20,561
+2,070
| +11% | +$44.2K | 0.02% | 327 |
|
|
2022
Q3 | $379K | Sell |
18,491
-1,185
| -6% | -$24.3K | 0.02% | 338 |
|
|
2022
Q2 | $416K | Buy |
19,676
+650
| +3% | +$13.7K | 0.02% | 328 |
|
|
2022
Q1 | $457K | Buy |
19,026
+5,018
| +36% | +$121K | 0.02% | 344 |
|
|
2021
Q4 | $356K | Buy |
+14,008
| New | +$356K | 0.02% | 394 |
|