IWP
Insight Wealth Partners’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $918K | Buy |
46,712
+2,001
| +4% | +$39.3K | 0.36% | 46 |
|
|
2025
Q1 | $876K | Buy |
44,711
+5,967
| +15% | +$117K | 0.15% | 44 |
|
|
2024
Q4 | $755K | Buy |
38,744
+5,011
| +15% | +$97.6K | 0.1% | 48 |
|
|
2024
Q3 | $665K | Hold |
33,733
| – | – | 0.13% | 56 |
|
|
2024
Q2 | $648K | Buy |
33,733
+495
| +1% | +$9.51K | 0.11% | 51 |
|
|
2024
Q1 | $641K | Sell |
33,238
-1,412
| -4% | -$27.2K | 0.11% | 48 |
|
|
2023
Q4 | $674K | Sell |
34,650
-3,753
| -10% | -$73K | 0.12% | 44 |
|
|
2023
Q3 | $719K | Sell |
38,403
-51
| -0.1% | -$955 | 0.14% | 37 |
|
|
2023
Q2 | $732K | Buy |
+38,454
| New | +$732K | 0.17% | 37 |
|