IWP
Insight Wealth Partners’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $939K | Buy |
45,829
+1,974
| +5% | +$40.4K | 0.36% | 44 |
|
|
2025
Q1 | $892K | Buy |
43,855
+5,706
| +15% | +$116K | 0.15% | 42 |
|
|
2024
Q4 | $768K | Buy |
38,149
+5,316
| +16% | +$107K | 0.11% | 47 |
|
|
2024
Q3 | $675K | Hold |
32,833
| – | – | 0.13% | 55 |
|
|
2024
Q2 | $655K | Sell |
32,833
-245
| -0.7% | -$4.89K | 0.11% | 50 |
|
|
2024
Q1 | $664K | Sell |
33,078
-1,357
| -4% | -$27.2K | 0.11% | 46 |
|
|
2023
Q4 | $698K | Sell |
34,435
-2,370
| -6% | -$48.1K | 0.12% | 43 |
|
|
2023
Q3 | $713K | Sell |
36,805
-147
| -0.4% | -$2.85K | 0.14% | 38 |
|
|
2023
Q2 | $730K | Buy |
+36,952
| New | +$730K | 0.17% | 38 |
|