IAIM
BSJM

International Assets Investment Management’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

International Assets Investment Management’s Portfolio BSJM Stock Details BSJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-53,797
Closed -$1.23M – 2102
2021
Q1 		$1.23M Buy
53,797
+23,804
+79% +$554K 0.11% 172
2020
Q4 		$694K Buy
+29,993
New +$694K 0.13% 158
2020
Q2 		– Sell
-38,060
Closed -$978K – 441
2020
Q1 		$978K Buy
+38,060
New +$898K 0.3% 67

Other funds holding BSJM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCC
Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

International Assets Investment Management's BSJM Position: Q2 2021 in Review

International Assets Investment Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q2 2021, closing a stake of 53,797 shares — an estimated $1.23M sold.

International Assets Investment Management first reported a position in BSJM in Q1 2020 and held it in 3 quarters. The position peaked at $1.23M in Q1 2021. 143 funds tracked by Wall St. Rank hold BSJM as of Q2 2021.

  • International Assets Investment Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • International Assets Investment Management sold 53,797 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q2 2021, an estimated $1.23M.
  • International Assets Investment Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2020 and held it in 3 quarters.
  • International Assets Investment Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $1.23M in Q1 2021.
  • 143 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q2 2021.

Based on International Assets Investment Management's 13F filing for Q2 2021, filed 14 Jul 2021.