IWM
BSJN

IHT Wealth Management’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

IHT Wealth Management’s Portfolio BSJN Stock Details BSJN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-68,109
Closed -$1.72M – 866
2021
Q4 		$1.72M Buy
68,109
+2,535
+4% +$64K 0.13% 163
2021
Q3 		$1.66M Buy
65,574
+1,951
+3% +$49.5K 0.14% 151
2021
Q2 		$1.62M Buy
63,623
+2,872
+5% +$72.9K 0.1% 202
2021
Q1 		$1.54M Buy
60,751
+4,582
+8% +$116K 0.11% 188
2020
Q4 		$1.43M Sell
56,169
-695
-1% -$17.4K 0.12% 179
2020
Q3 		$1.4M Buy
56,864
+3,184
+6% +$78.4K 0.14% 155
2020
Q2 		$1.29M Sell
53,680
-2,463
-4% -$57.8K 0.18% 128
2020
Q1 		$1.26M Buy
+56,143
New +$1.41M 0.18% 133

Other funds holding BSJN

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return