GWANC
Guardian Wealth Advisors (North Carolina)’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Buy |
174,758
+5,995
| +4% | +$124K | 0.25% | 56 |
|
|
2025
Q1 | $3.49M | Buy |
168,763
+1,724
| +1% | +$35.7K | 0.28% | 56 |
|
|
2024
Q4 | $3.45M | Buy |
167,039
+111,058
| +198% | +$2.29M | 0.27% | 55 |
|
|
2024
Q3 | $1.16M | Buy |
55,981
+50,720
| +964% | +$1.05M | 0.12% | 94 |
|
|
2024
Q2 | $108K | Hold |
5,261
| – | – | 0.01% | 267 |
|
|
2024
Q1 | $107K | Sell |
5,261
-1,183
| -18% | -$24.2K | 0.01% | 282 |
|
|
2023
Q4 | $132K | Hold |
6,444
| – | – | 0.02% | 257 |
|
|
2023
Q3 | $130K | Hold |
6,444
| – | – | 0.02% | 250 |
|
|
2023
Q2 | $130K | Hold |
6,444
| – | – | 0.02% | 241 |
|
|
2023
Q1 | $131K | Hold |
6,444
| – | – | 0.02% | 232 |
|
|
2022
Q4 | $130K | Buy |
6,444
+352
| +6% | +$7.09K | 0.03% | 214 |
|
|
2022
Q3 | $122K | Buy |
6,092
+2,592
| +74% | +$51.9K | 0.02% | 206 |
|
|
2022
Q2 | $72K | Buy |
+3,500
| New | +$72K | 0.01% | 219 |
|