FIM
BSJM

Freedom Investment Management’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Freedom Investment Management’s Portfolio BSJM Stock Details BSJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,684
Closed -$235K – 812
2022
Q3 		$235K Sell
10,684
-517
-5% -$11.5K 0.03% 620
2022
Q2 		$247K Sell
11,201
-1,357
-11% -$30.5K 0.03% 632
2022
Q1 		$288K Sell
12,558
-38,165
-75% -$877K 0.03% 624
2021
Q4 		$1.18M Sell
50,723
-746
-1% -$17.3K 0.09% 299
2021
Q3 		$1.2M Buy
51,469
+2,303
+5% +$53.7K 0.09% 286
2021
Q2 		$1.15M Buy
49,166
+4,034
+9% +$94.1K 0.09% 286
2021
Q1 		$1.05M Buy
+45,132
New +$1.05M 0.08% 289

Other funds holding BSJM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Freedom Investment Management's BSJM Position: Q4 2022 in Review

Freedom Investment Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 10,684 shares — an estimated $235K sold.

Freedom Investment Management first reported a position in BSJM in Q1 2021 and held it in 7 quarters. The position peaked at $1.2M in Q3 2021. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

  • Freedom Investment Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Freedom Investment Management sold 10,684 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $235K.
  • Freedom Investment Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2021 and held it in 7 quarters.
  • Freedom Investment Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $1.2M in Q3 2021.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2022.

Based on Freedom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.