Integrated Wealth Concepts’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
52,193
-652
| -1% | -$14.8K | 0.01% | 833 |
|
|
2025
Q1 | $1.18M | Buy |
52,845
+14,804
| +39% | +$332K | 0.01% | 761 |
|
|
2024
Q4 | $852K | Buy |
38,041
+4,600
| +14% | +$103K | 0.01% | 890 |
|
|
2024
Q3 | $759K | Buy |
33,441
+3,145
| +10% | +$71.4K | 0.01% | 917 |
|
|
2024
Q2 | $669K | Buy |
30,296
+1,192
| +4% | +$26.3K | 0.01% | 928 |
|
|
2024
Q1 | $648K | Buy |
29,104
+17,936
| +161% | +$399K | 0.01% | 935 |
|
|
2023
Q4 | $250K | Buy |
11,168
+526
| +5% | +$11.8K | ﹤0.01% | 1353 |
|
|
2023
Q3 | $228K | Buy |
+10,642
| New | +$228K | ﹤0.01% | 1358 |
|