Horizons Wealth Management’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
13,339
+5,515
| +70% | +$125K | 0.22% | 52 |
|
|
2025
Q1 | $175K | Buy |
7,824
+736
| +10% | +$16.5K | 0.13% | 62 |
|
|
2024
Q4 | $159K | Buy |
7,088
+3,383
| +91% | +$75.8K | 0.12% | 64 |
|
|
2024
Q3 | $84.1K | Hold |
3,705
| – | – | 0.06% | 81 |
|
|
2024
Q2 | $82.8K | Buy |
3,705
+1,586
| +75% | +$35.4K | 0.07% | 82 |
|
|
2024
Q1 | $47.4K | Hold |
2,119
| – | – | 0.03% | 95 |
|
|
2023
Q4 | $47.4K | Hold |
2,119
| – | – | 0.03% | 95 |
|
|
2023
Q3 | $45.4K | Buy |
2,119
+627
| +42% | +$13.4K | 0.03% | 91 |
|
|
2023
Q2 | $32.3K | Hold |
1,492
| – | – | 0.02% | 115 |
|
|
2023
Q1 | $32.6K | Hold |
1,492
| – | – | 0.02% | 103 |
|
|
2022
Q4 | $32K | Hold |
1,492
| – | – | 0.03% | 106 |
|
|
2022
Q3 | $31K | Hold |
1,492
| – | – | 0.03% | 97 |
|
|
2022
Q2 | $34K | Buy |
+1,492
| New | +$34K | 0.03% | 98 |
|