IWP
Insight Wealth Partners’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-34,612
| Closed | -$716K | – | 109 |
|
|
2025
Q1 | $716K | Sell |
34,612
-294
| -0.8% | -$6.08K | 0.12% | 55 |
|
|
2024
Q4 | $721K | Buy |
34,906
+433
| +1% | +$8.94K | 0.1% | 51 |
|
|
2024
Q3 | $712K | Sell |
34,473
-294
| -0.8% | -$6.07K | 0.14% | 53 |
|
|
2024
Q2 | $711K | Buy |
34,767
+537
| +2% | +$11K | 0.12% | 44 |
|
|
2024
Q1 | $699K | Sell |
34,230
-1,029
| -3% | -$21K | 0.12% | 43 |
|
|
2023
Q4 | $721K | Sell |
35,259
-1,372
| -4% | -$28.1K | 0.13% | 41 |
|
|
2023
Q3 | $737K | Sell |
36,631
-13,776
| -27% | -$277K | 0.14% | 35 |
|
|
2023
Q2 | $1.01M | Buy |
50,407
+35,228
| +232% | +$709K | 0.24% | 26 |
|
|
2023
Q1 | $308K | Hold |
15,179
| – | – | 0.07% | 46 |
|
|
2022
Q4 | $306K | Sell |
15,179
-889
| -6% | -$17.9K | 0.23% | 44 |
|
|
2022
Q3 | $320K | Hold |
16,068
| – | – | 0.3% | 42 |
|
|
2022
Q2 | $328K | Buy |
16,068
+1,452
| +10% | +$29.6K | 0.25% | 43 |
|
|
2022
Q1 | $306K | Buy |
14,616
+686
| +5% | +$14.4K | 0.17% | 55 |
|
|
2021
Q4 | $305K | Buy |
13,930
+3,630
| +35% | +$79.5K | 0.06% | 62 |
|
|
2021
Q3 | $229K | Hold |
10,300
| – | – | 0.12% | 50 |
|
|
2021
Q2 | $230K | Hold |
10,300
| – | – | 0.12% | 49 |
|
|
2021
Q1 | $228K | Hold |
10,300
| – | – | 0.11% | 46 |
|
|
2020
Q4 | $233K | Buy |
+10,300
| New | +$233K | 0.14% | 45 |
|