HWM
Horizons Wealth Management’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Buy |
112,815
+1,994
| +2% | +$46.5K | 1.88% | 16 |
|
|
2025
Q1 | $2.57M | Buy |
110,821
+2,101
| +2% | +$48.7K | 1.91% | 16 |
|
|
2024
Q4 | $2.53M | Buy |
108,720
+94,693
| +675% | +$2.2M | 1.93% | 16 |
|
|
2024
Q3 | $329K | Buy |
14,027
+911
| +7% | +$21.4K | 0.25% | 48 |
|
|
2024
Q2 | $305K | Buy |
13,116
+7,533
| +135% | +$175K | 0.24% | 47 |
|
|
2024
Q1 | $129K | Hold |
5,583
| – | – | 0.08% | 70 |
|
|
2023
Q4 | $129K | Buy |
5,583
+1,099
| +25% | +$25.4K | 0.08% | 70 |
|
|
2023
Q3 | $101K | Buy |
4,484
+708
| +19% | +$16K | 0.07% | 74 |
|
|
2023
Q2 | $86.1K | Hold |
3,776
| – | – | 0.06% | 78 |
|
|
2023
Q1 | $86.3K | Buy |
3,776
+718
| +23% | +$16.4K | 0.06% | 73 |
|
|
2022
Q4 | $69K | Hold |
3,058
| – | – | 0.06% | 75 |
|
|
2022
Q3 | $67K | Hold |
3,058
| – | – | 0.06% | 69 |
|
|
2022
Q2 | $72K | Buy |
+3,058
| New | +$72K | 0.06% | 71 |
|