Independence Bank of Kentucky’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Independence Bank of Kentucky’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
2023 Q4	–	Sell	-785	Closed	-$18.5K	–	535
2023 Q3	$18.5K	Hold	785	–	–	0.01%	352
2023 Q2	$18.5K	Hold	785	–	–	0.01%	353
2023 Q1	$18.5K	Hold	785	–	–	0.01%	328
2022 Q4	$18K	Hold	785	–	–	0.01%	330
2022 Q3	$18K	Hold	785	–	–	0.01%	313
2022 Q2	$18K	Hold	785	–	–	0.01%	320
2022 Q1	$19K	Hold	785	–	–	0.01%	323
2021 Q4	$20K	Hold	785	–	–	0.01%	299
2021 Q3	$20K	Buy	+785	New	+$19.9K	0.01%	301

Other funds holding BSJN

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Independence Bank of Kentucky's BSJN Position: Q4 2023 in Review

Independence Bank of Kentucky sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2023, closing a stake of 785 shares — an estimated $18.5K sold.

Independence Bank of Kentucky first reported a position in BSJN in Q3 2021 and held it in 9 quarters. The position peaked at $20K in Q4 2021. 4 funds tracked by Wall St. Rank hold BSJN as of Q4 2023.

Independence Bank of Kentucky reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Independence Bank of Kentucky sold 785 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $18.5K.
Independence Bank of Kentucky first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q3 2021 and held it in 9 quarters.
Independence Bank of Kentucky's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $20K in Q4 2021.
4 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2023.

Based on Independence Bank of Kentucky's 13F filing for Q4 2023, filed 23 Jan 2024.