IWM
IHT Wealth Management’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.51M | Buy |
236,273
+5,409
| +2% | +$126K | 0.15% | 135 |
|
|
2025
Q1 | $5.35M | Buy |
230,864
+12,563
| +6% | +$291K | 0.17% | 123 |
|
|
2024
Q4 | $5.08M | Sell |
218,301
-100,830
| -32% | -$2.35M | 0.16% | 124 |
|
|
2024
Q3 | $7.49M | Buy |
319,131
+142,847
| +81% | +$3.35M | 0.21% | 95 |
|
|
2024
Q2 | $4.07M | Buy |
176,284
+24,556
| +16% | +$566K | 0.15% | 136 |
|
|
2024
Q1 | $3.52M | Sell |
151,728
-1,826
| -1% | -$42.3K | 0.14% | 144 |
|
|
2023
Q4 | $3.55M | Buy |
153,554
+5,484
| +4% | +$127K | 0.16% | 133 |
|
|
2023
Q3 | $3.35M | Sell |
148,070
-7,656
| -5% | -$173K | 0.17% | 122 |
|
|
2023
Q2 | $3.55M | Sell |
155,726
-2,030
| -1% | -$46.3K | 0.18% | 114 |
|
|
2023
Q1 | $3.61M | Buy |
157,756
+26,815
| +20% | +$613K | 0.21% | 106 |
|
|
2022
Q4 | $2.95M | Sell |
130,941
-28,134
| -18% | -$633K | 0.19% | 119 |
|
|
2022
Q3 | $3.48M | Buy |
159,075
+90,866
| +133% | +$1.99M | 0.26% | 80 |
|
|
2022
Q2 | $1.52M | Sell |
68,209
-3,505
| -5% | -$77.9K | 0.13% | 164 |
|
|
2022
Q1 | $1.75M | Buy |
+71,714
| New | +$1.75M | 0.13% | 164 |
|