ISB
BSCO

Iowa State Bank’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Iowa State Bank’s Portfolio BSCO Stock Details BSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,712
Closed -$224K – 113
2023
Q4 		$224K Sell
10,712
-1,201
-10% -$25K 0.05% 106
2023
Q3 		$246K Sell
11,913
-794
-6% -$16.4K 0.06% 101
2023
Q2 		$261K Sell
12,707
-6,008
-32% -$124K 0.07% 104
2023
Q1 		$385K Sell
18,715
-3,700
-17% -$76.1K 0.1% 94
2022
Q4 		$459K Buy
22,415
+115
+0.5% +$2.35K 0.12% 92
2022
Q3 		$455K Sell
22,300
-32,681
-59% -$677K 0.13% 83
2022
Q2 		$1.14M Sell
54,981
-8,795
-14% -$184K 0.3% 74
2022
Q1 		$1.34M Sell
63,776
-13,422
-17% -$287K 0.31% 76
2021
Q4 		$1.69M Buy
77,198
+1,785
+2% +$39.1K 0.4% 70
2021
Q3 		$1.67M Buy
75,413
+18,967
+34% +$420K 0.47% 69
2021
Q2 		$1.25M Buy
56,446
+13,426
+31% +$298K 0.35% 76
2021
Q1 		$954K Buy
43,020
+22,794
+113% +$508K 0.29% 76
2020
Q4 		$453K Buy
20,226
+2,123
+12% +$47.3K 0.15% 86
2020
Q3 		$402K Buy
18,103
+913
+5% +$20.3K 0.16% 87
2020
Q2 		$379K Buy
17,190
+2,455
+17% +$53.1K 0.17% 83
2020
Q1 		$304K Buy
14,735
+3,136
+27% +$66.6K 0.14% 102
2019
Q4 		$249K Buy
11,599
+1,892
+19% +$40.5K 0.09% 125
2019
Q3 		$208K Buy
+9,707
New +$207K 0.08% 125

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Iowa State Bank's BSCO Position: Q1 2024 in Review

Iowa State Bank sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q1 2024, closing a stake of 10,712 shares — an estimated $224K sold.

Iowa State Bank first reported a position in BSCO in Q3 2019 and held it in 18 quarters. The position peaked at $1.69M in Q4 2021. 360 funds tracked by Wall St. Rank hold BSCO as of Q1 2024.

  • Iowa State Bank reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Iowa State Bank sold 10,712 Invesco BulletShares 2024 Corporate Bond ETF shares in Q1 2024, an estimated $224K.
  • Iowa State Bank first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2019 and held it in 18 quarters.
  • Iowa State Bank's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.69M in Q4 2021.
  • 360 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q1 2024.

Based on Iowa State Bank's 13F filing for Q1 2024, filed 23 Apr 2024.