IFG Advisory’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

IFG Advisory’s Portfolio BSCN Stock Details BSCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9,547	Closed	-$203K	–	607
2023 Q3	$203K	Buy	+9,547	New	+$202K	0.02%	518
2022 Q1	–	Sell	-9,209	Closed	-$200K	–	533
2021 Q4	$200K	Buy	+9,209	New	+$199K	0.02%	483

Other funds holding BSCN

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

IFG Advisory's BSCN Position: Q4 2023 in Review

IFG Advisory sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 9,547 shares — an estimated $203K sold.

IFG Advisory first reported a position in BSCN in Q4 2021 and held it in 2 quarters. The position peaked at $203K in Q3 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

IFG Advisory reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
IFG Advisory sold 9,547 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $203K.
IFG Advisory first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
IFG Advisory's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $203K in Q3 2023.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on IFG Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.