IWP
Insight Wealth Partners’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-34,896
| Closed | -$804K | – | 110 |
|
|
2025
Q1 | $804K | Hold |
34,896
| – | – | 0.13% | 49 |
|
|
2024
Q4 | $805K | Buy |
34,896
+1,338
| +4% | +$30.9K | 0.11% | 44 |
|
|
2024
Q3 | $776K | Hold |
33,558
| – | – | 0.15% | 46 |
|
|
2024
Q2 | $769K | Buy |
33,558
+436
| +1% | +$9.99K | 0.13% | 41 |
|
|
2024
Q1 | $760K | Sell |
33,122
-934
| -3% | -$21.4K | 0.13% | 40 |
|
|
2023
Q4 | $774K | Sell |
34,056
-1,999
| -6% | -$45.4K | 0.13% | 36 |
|
|
2023
Q3 | $811K | Sell |
36,055
-5,269
| -13% | -$118K | 0.16% | 32 |
|
|
2023
Q2 | $932K | Buy |
41,324
+31,972
| +342% | +$721K | 0.22% | 29 |
|
|
2023
Q1 | $210K | Hold |
9,352
| – | – | 0.05% | 57 |
|
|
2022
Q4 | $207K | Hold |
9,352
| – | – | 0.15% | 55 |
|
|
2022
Q3 | $203K | Hold |
9,352
| – | – | 0.19% | 55 |
|
|
2022
Q2 | $205K | Hold |
9,352
| – | – | 0.15% | 56 |
|
|
2022
Q1 | $222K | Buy |
9,352
+612
| +7% | +$14.5K | 0.12% | 67 |
|
|
2021
Q4 | $215K | Hold |
8,740
| – | – | 0.04% | 75 |
|
|
2021
Q3 | $215K | Hold |
8,740
| – | – | 0.12% | 52 |
|
|
2021
Q2 | $216K | Hold |
8,740
| – | – | 0.12% | 51 |
|
|
2021
Q1 | $215K | Hold |
8,740
| – | – | 0.11% | 48 |
|
|
2020
Q4 | $214K | Buy |
+8,740
| New | +$214K | 0.13% | 47 |
|