IWP
Insight Wealth Partners’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $920K | Buy |
47,156
+2,005
| +4% | +$39.1K | 0.36% | 45 |
|
|
2025
Q1 | $880K | Buy |
45,151
+3,573
| +9% | +$69.6K | 0.15% | 43 |
|
|
2024
Q4 | $808K | Buy |
41,578
+5,029
| +14% | +$97.7K | 0.11% | 43 |
|
|
2024
Q3 | $715K | Hold |
36,549
| – | – | 0.14% | 52 |
|
|
2024
Q2 | $701K | Buy |
36,549
+647
| +2% | +$12.4K | 0.12% | 45 |
|
|
2024
Q1 | $690K | Sell |
35,902
-1,424
| -4% | -$27.4K | 0.12% | 45 |
|
|
2023
Q4 | $720K | Sell |
37,326
-1,400
| -4% | -$27K | 0.12% | 42 |
|
|
2023
Q3 | $727K | Sell |
38,726
-51
| -0.1% | -$958 | 0.14% | 36 |
|
|
2023
Q2 | $735K | Buy |
+38,777
| New | +$735K | 0.17% | 36 |
|