Horizons Wealth Management’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.75M	Buy	123,176 +1,099	+0.9%	+$24.8K	1.81%	17
2025 Q4	$2.76M	Buy	122,077 +37,849	+45%	+$857K	1.81%	17
2025 Q3	$1.92M	Buy	84,228 +70,889	+531%	+$1.61M	1.3%	19
2025 Q2	$303K	Buy	13,339 +5,515	+70%	+$124K	0.22%	55
2025 Q1	$175K	Buy	7,824 +736	+10%	+$16.6K	0.13%	65
2024 Q4	$159K	Buy	7,088 +3,383	+91%	+$76.4K	0.12%	67
2024 Q3	$84.1K	Hold	3,705	–	–	0.06%	83
2024 Q2	$82.8K	Buy	3,705 +1,586	+75%	+$35.1K	0.07%	84
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%	+$13.6K	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	+$33.8K	0.03%	98