Global Retirement Partners’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-28,076
Closed -$594K 1611
2018
Q3
$594K Hold
28,076
0.13% 148
2018
Q2
$594K Sell
28,076
-292
-1% -$6.17K 0.15% 135
2018
Q1
$599K Sell
28,368
-742
-3% -$15.7K 0.17% 136
2017
Q4
$614K Buy
29,110
+3,124
+12% +$66.1K 0.17% 125
2017
Q3
$551K Sell
25,986
-253
-1% -$5.36K 0.23% 106
2017
Q2
$558K Hold
26,239
0.26% 95
2017
Q1
$557K Buy
26,239
+628
+2% +$13.3K 0.31% 68
2016
Q4
$542K Buy
+25,611
New +$544K 0.36% 55

Global Retirement Partners's BSCI Position: Q4 2018 in Review

Global Retirement Partners sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q4 2018, closing a stake of 28,076 shares — an estimated $594K sold.

Global Retirement Partners first reported a position in BSCI in Q4 2016 and held it in 8 quarters. The position peaked at $614K in Q4 2017. 1 fund tracked by Wall St. Rank holds BSCI as of Q4 2018.

  • Global Retirement Partners reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Global Retirement Partners sold 28,076 Invesco BulletShares 2018 Corporate Bond ETF shares in Q4 2018, an estimated $594K.
  • Global Retirement Partners first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q4 2016 and held it in 8 quarters.
  • Global Retirement Partners's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $614K in Q4 2017.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q4 2018.

Based on Global Retirement Partners's 13F filing for Q4 2018, filed 22 Feb 2019.