IWP
Insight Wealth Partners’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $574K | Sell |
24,586
-547,119
| -96% | -$12.8M | 0.22% | 65 |
|
2025
Q1 | $13.3M | Buy |
571,705
+6,194
| +1% | +$144K | 2.21% | 1 |
|
2024
Q4 | $13.2M | Sell |
565,511
-405
| -0.1% | -$9.43K | 1.8% | 1 |
|
2024
Q3 | $13.3M | Sell |
565,916
-1,246
| -0.2% | -$29.2K | 2.62% | 1 |
|
2024
Q2 | $13.1M | Sell |
567,162
-10,429
| -2% | -$241K | 2.26% | 2 |
|
2024
Q1 | $13.4M | Sell |
577,591
-2,169
| -0.4% | -$50.3K | 2.31% | 3 |
|
2023
Q4 | $13.4M | Sell |
579,760
-12,811
| -2% | -$296K | 2.32% | 2 |
|
2023
Q3 | $13.4M | Sell |
592,571
-7,856
| -1% | -$178K | 2.59% | 2 |
|
2023
Q2 | $13.7M | Buy |
600,427
+16,118
| +3% | +$367K | 3.17% | 1 |
|
2023
Q1 | $13.4M | Buy |
584,309
+101,603
| +21% | +$2.32M | 3% | 2 |
|
2022
Q4 | $10.9M | Buy |
+482,706
| New | +$10.9M | 8.13% | 2 |
|