EWM
Empirical Wealth Management’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $747K | Buy |
33,891
+871
| +3% | +$19.2K | 0.02% | 346 |
|
|
2025
Q1 | $715K | Buy |
33,020
+725
| +2% | +$15.7K | 0.02% | 342 |
|
|
2024
Q4 | $700K | Buy |
32,295
+860
| +3% | +$18.6K | 0.02% | 327 |
|
|
2024
Q3 | $697K | Buy |
31,435
+180
| +0.6% | +$3.99K | 0.02% | 321 |
|
|
2024
Q2 | $671K | Buy |
31,255
+2,145
| +7% | +$46.1K | 0.02% | 303 |
|
|
2024
Q1 | $631K | Buy |
29,110
+1,197
| +4% | +$25.9K | 0.02% | 313 |
|
|
2023
Q4 | $605K | Sell |
27,913
-983
| -3% | -$21.3K | 0.02% | 298 |
|
|
2023
Q3 | $595K | Buy |
28,896
+370
| +1% | +$7.62K | 0.02% | 282 |
|
|
2023
Q2 | $599K | Buy |
28,526
+429
| +2% | +$9.01K | 0.02% | 280 |
|
|
2023
Q1 | $593K | Buy |
28,097
+7,618
| +37% | +$161K | 0.03% | 303 |
|
|
2022
Q4 | $424K | Buy |
+20,479
| New | +$424K | 0.02% | 332 |
|