IMA Advisory Services’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $62.5K | Sell |
2,753
-2,142
| -44% | -$48.6K | 0.01% | 216 |
|
2025
Q1 | $110K | Sell |
4,895
-203,449
| -98% | -$4.56M | 0.01% | 187 |
|
2024
Q4 | $4.67M | Buy |
208,344
+21,805
| +12% | +$488K | 0.56% | 40 |
|
2024
Q3 | $4.23M | Buy |
186,539
+317
| +0.2% | +$7.2K | 0.92% | 29 |
|
2024
Q2 | $4.11M | Buy |
186,222
+94,411
| +103% | +$2.08M | 1.82% | 17 |
|
2024
Q1 | $2.04M | Buy |
91,811
+23,423
| +34% | +$521K | 0.97% | 33 |
|
2023
Q4 | $1.53M | Buy |
68,388
+43,643
| +176% | +$976K | 0.77% | 43 |
|
2023
Q3 | $530K | Buy |
+24,745
| New | +$530K | 0.14% | 110 |
|