Evensky & Katz’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Evensky & Katz’s Portfolio BSCJ Stock Details BSCJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-468	Closed	-$10K	–	113
2019 Q3	$10K	Sell	468 -767	-62%	-$16.2K	﹤0.01%	108
2019 Q2	$26K	Buy	1,235 +388	+46%	+$8.18K	﹤0.01%	99
2019 Q1	$17K	Buy	+847	New	+$17.8K	﹤0.01%	103

Evensky & Katz's BSCJ Position: Q4 2019 in Review

Evensky & Katz sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2019, closing a stake of 468 shares — an estimated $10K sold.

Evensky & Katz first reported a position in BSCJ in Q1 2019 and held it in 3 quarters. The position peaked at $26K in Q2 2019. 0 funds tracked by Wall St. Rank hold BSCJ as of Q4 2019.

Evensky & Katz reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Evensky & Katz sold 468 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2019, an estimated $10K.
Evensky & Katz first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q1 2019 and held it in 3 quarters.
Evensky & Katz's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $26K in Q2 2019.
0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2019.

Based on Evensky & Katz's 13F filing for Q4 2019, filed 13 Feb 2020.