EWM
Empirical Wealth Management’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Buy |
34,268
+903
| +3% | +$19.4K | 0.02% | 351 |
|
|
2025
Q1 | $703K | Buy |
33,365
+459
| +1% | +$9.68K | 0.02% | 347 |
|
|
2024
Q4 | $704K | Buy |
32,906
+219
| +0.7% | +$4.69K | 0.02% | 325 |
|
|
2024
Q3 | $715K | Buy |
32,687
+717
| +2% | +$15.7K | 0.02% | 314 |
|
|
2024
Q2 | $670K | Buy |
31,970
+1,799
| +6% | +$37.7K | 0.02% | 304 |
|
|
2024
Q1 | $639K | Buy |
30,171
+4,156
| +16% | +$88K | 0.02% | 306 |
|
|
2023
Q4 | $551K | Buy |
+26,015
| New | +$551K | 0.02% | 308 |
|