IWM
IHT Wealth Management’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.62M | Buy |
243,663
+5,826
| +2% | +$134K | 0.15% | 131 |
|
|
2025
Q1 | $5.48M | Buy |
237,837
+14,403
| +6% | +$332K | 0.17% | 120 |
|
|
2024
Q4 | $5.15M | Sell |
223,434
-101,469
| -31% | -$2.34M | 0.17% | 123 |
|
|
2024
Q3 | $7.51M | Buy |
324,903
+145,398
| +81% | +$3.36M | 0.21% | 94 |
|
|
2024
Q2 | $4.11M | Buy |
179,505
+24,775
| +16% | +$568K | 0.15% | 135 |
|
|
2024
Q1 | $3.55M | Sell |
154,730
-1,804
| -1% | -$41.4K | 0.14% | 143 |
|
|
2023
Q4 | $3.56M | Buy |
156,534
+5,514
| +4% | +$125K | 0.16% | 131 |
|
|
2023
Q3 | $3.39M | Sell |
151,020
-7,772
| -5% | -$175K | 0.17% | 121 |
|
|
2023
Q2 | $3.58M | Sell |
158,792
-6,317
| -4% | -$142K | 0.19% | 113 |
|
|
2023
Q1 | $3.71M | Buy |
165,109
+27,960
| +20% | +$629K | 0.21% | 101 |
|
|
2022
Q4 | $3.03M | Sell |
137,149
-29,267
| -18% | -$647K | 0.19% | 118 |
|
|
2022
Q3 | $3.62M | Buy |
166,416
+96,038
| +136% | +$2.09M | 0.28% | 78 |
|
|
2022
Q2 | $1.55M | Sell |
70,378
-3,724
| -5% | -$81.8K | 0.14% | 162 |
|
|
2022
Q1 | $1.76M | Buy |
+74,102
| New | +$1.76M | 0.13% | 161 |
|