ISB
BSCP

Iowa State Bank’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Iowa State Bank’s Portfolio BSCP Stock Details BSCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,866
Closed -$202K – 106
2024
Q1 		$202K Sell
9,866
-2,230
-18% -$45.6K 0.04% 105
2023
Q4 		$247K Sell
12,096
-411
-3% -$8.32K 0.06% 100
2023
Q3 		$252K Sell
12,507
-1,182
-9% -$23.8K 0.07% 99
2023
Q2 		$276K Sell
13,689
-5,468
-29% -$111K 0.07% 100
2023
Q1 		$389K Buy
19,157
+4,200
+28% +$84.9K 0.1% 92
2022
Q4 		$301K Buy
14,957
+654
+5% +$13.1K 0.08% 103
2022
Q3 		$285K Sell
14,303
-3,552
-20% -$72.5K 0.08% 96
2022
Q2 		$365K Sell
17,855
-40,697
-70% -$838K 0.1% 95
2022
Q1 		$1.22M Sell
58,552
-24,997
-30% -$534K 0.28% 77
2021
Q4 		$1.83M Buy
83,549
+6,709
+9% +$148K 0.43% 67
2021
Q3 		$1.71M Buy
76,840
+15,892
+26% +$355K 0.48% 68
2021
Q2 		$1.36M Buy
60,948
+23,897
+64% +$533K 0.38% 72
2021
Q1 		$821K Buy
37,051
+22,213
+150% +$497K 0.25% 79
2020
Q4 		$336K Buy
14,838
+1,195
+9% +$26.8K 0.11% 98
2020
Q3 		$305K Buy
13,643
+890
+7% +$19.9K 0.12% 99
2020
Q2 		$283K Buy
+12,753
New +$277K 0.12% 93

Other funds holding BSCP

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Iowa State Bank's BSCP Position: Q2 2024 in Review

Iowa State Bank sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q2 2024, closing a stake of 9,866 shares — an estimated $202K sold.

Iowa State Bank first reported a position in BSCP in Q2 2020 and held it in 16 quarters. The position peaked at $1.83M in Q4 2021. 361 funds tracked by Wall St. Rank hold BSCP as of Q2 2024.

  • Iowa State Bank reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Iowa State Bank sold 9,866 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2024, an estimated $202K.
  • Iowa State Bank first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q2 2020 and held it in 16 quarters.
  • Iowa State Bank's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $1.83M in Q4 2021.
  • 361 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2024.

Based on Iowa State Bank's 13F filing for Q2 2024, filed 23 Jul 2024.