Gradient Capital Advisors’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Gradient Capital Advisors’s Portfolio BSCI Stock Details BSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-70,145	Closed	-$1.48M	–	91
2018 Q3	$1.48M	Sell	70,145 -3,128	-4%	-$66.2K	1.25%	19
2018 Q2	$1.55M	Sell	73,273 -4,787	-6%	-$101K	1.44%	18
2018 Q1	$1.65M	Buy	78,060 +993	+1%	+$21K	1.65%	14
2017 Q4	$1.63M	Buy	+77,067	New	+$1.63M	1.67%	15

Gradient Capital Advisors's BSCI Position: Q4 2018 in Review

Gradient Capital Advisors sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q4 2018, closing a stake of 70,145 shares — an estimated $1.48M sold.

Gradient Capital Advisors first reported a position in BSCI in Q4 2017 and held it in 4 quarters. The position peaked at $1.65M in Q1 2018. 1 fund tracked by Wall St. Rank holds BSCI as of Q4 2018.

Gradient Capital Advisors reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Gradient Capital Advisors sold 70,145 Invesco BulletShares 2018 Corporate Bond ETF shares in Q4 2018, an estimated $1.48M.
Gradient Capital Advisors first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q4 2017 and held it in 4 quarters.
Gradient Capital Advisors's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $1.65M in Q1 2018.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q4 2018.

Based on Gradient Capital Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.