IWM
BSCN

IHT Wealth Management’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

IHT Wealth Management’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
2022
Q1 		– Sell
-29,438
Closed -$632K – 877
2021
Q4 		$632K Buy
29,438
+244
+0.8% +$5.26K 0.05% 369
2021
Q3 		$633K Buy
29,194
+2,591
+10% +$56.2K 0.05% 354
2021
Q2 		$578K Buy
26,603
+878
+3% +$19.1K 0.04% 490
2021
Q1 		$560K Buy
25,725
+2,075
+9% +$45.3K 0.04% 419
2020
Q4 		$518K Sell
23,650
-59
-0.2% -$1.29K 0.04% 399
2020
Q3 		$517K Buy
23,709
+1,583
+7% +$34.6K 0.05% 340
2020
Q2 		$481K Buy
22,126
+471
+2% +$10.1K 0.07% 302
2020
Q1 		$449K Buy
21,655
+515
+2% +$10.9K 0.06% 304
2019
Q4 		$450K Buy
21,140
+729
+4% +$15.5K 0.05% 347
2019
Q3 		$435K Buy
20,411
+4,608
+29% +$97.8K 0.06% 346
2019
Q2 		$334K Sell
15,803
-518
-3% -$10.8K 0.05% 372
2019
Q1 		$339K Buy
+16,321
New +$334K 0.06% 340

Other funds holding BSCN

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
OA
Oakhurst Advisors Los Angeles, California $21.3M AUM 8.8% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

IHT Wealth Management's BSCN Position: Q1 2022 in Review

IHT Wealth Management sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q1 2022, closing a stake of 29,438 shares — an estimated $632K sold.

IHT Wealth Management first reported a position in BSCN in Q1 2019 and held it in 12 quarters. The position peaked at $633K in Q3 2021. 306 funds tracked by Wall St. Rank hold BSCN as of Q1 2022.

  • IHT Wealth Management reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • IHT Wealth Management sold 29,438 Invesco BulletShares 2023 Corporate Bond ETF shares in Q1 2022, an estimated $632K.
  • IHT Wealth Management first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2019 and held it in 12 quarters.
  • IHT Wealth Management's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $633K in Q3 2021.
  • 306 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q1 2022.

Based on IHT Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.