HWM
Horizons Wealth Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96M | Sell |
211,584
-99
| -0% | -$1.85K | 2.82% | 9 |
|
|
2025
Q1 | $3.92M | Buy |
211,683
+13,550
| +7% | +$251K | 2.92% | 9 |
|
|
2024
Q4 | $3.63M | Buy |
198,133
+21,498
| +12% | +$394K | 2.77% | 9 |
|
|
2024
Q3 | $3.32M | Buy |
176,635
+2,506
| +1% | +$47.1K | 2.55% | 12 |
|
|
2024
Q2 | $3.2M | Sell |
174,129
-34,777
| -17% | -$639K | 2.53% | 13 |
|
|
2024
Q1 | $3.87M | Hold |
208,906
| – | – | 2.54% | 15 |
|
|
2023
Q4 | $3.87M | Buy |
208,906
+141,425
| +210% | +$2.62M | 2.54% | 15 |
|
|
2023
Q3 | $1.18M | Buy |
67,481
+13,709
| +25% | +$240K | 0.86% | 20 |
|
|
2023
Q2 | $964K | Buy |
53,772
+9,920
| +23% | +$178K | 0.68% | 23 |
|
|
2023
Q1 | $802K | Buy |
43,852
+17,068
| +64% | +$312K | 0.59% | 26 |
|
|
2022
Q4 | $477K | Buy |
+26,784
| New | +$477K | 0.38% | 34 |
|