IF
BSCE

IRON Financial’s Invesco BulletShares 2023 USD Emerging Markets Debt ETF BSCE Stock Holding History

IRON Financial’s Portfolio BSCE Stock Details BSCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-97,732
Closed -$2.27M – 116
2022
Q4 		$2.27M Sell
97,732
-2,924
-3% -$67.9K 1.31% 20
2022
Q3 		$2.33M Sell
100,656
-1,157
-1% -$26.9K 1.28% 22
2022
Q2 		$2.36M Sell
101,813
-3,103
-3% -$72.6K 1.24% 22
2022
Q1 		$2.47M Sell
104,916
-1,219
-1% -$30.3K 1.14% 24
2021
Q4 		$2.75M Buy
106,135
+8,477
+9% +$220K 1.22% 24
2021
Q3 		$2.55M Buy
97,658
+1,651
+2% +$43.3K 1.22% 22
2021
Q2 		$2.51M Buy
+96,007
New +$2.51M 1.18% 23

Other funds holding BSCE

AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
NSG
Nalls Sherbakoff Group Knoxville, Tennessee $139M AUM 21.16% 1-Year Est. Return

IRON Financial's BSCE Position: Q1 2023 in Review

IRON Financial sold out of Invesco BulletShares 2023 USD Emerging Markets Debt ETF (BSCE) in Q1 2023, closing a stake of 97,732 shares — an estimated $2.27M sold.

IRON Financial first reported a position in BSCE in Q2 2021 and held it in 7 quarters. The position peaked at $2.75M in Q4 2021. 4 funds tracked by Wall St. Rank hold BSCE as of Q1 2023.

  • IRON Financial reported no remaining Invesco BulletShares 2023 USD Emerging Markets Debt ETF position as of Q1 2023 after selling out during the quarter.
  • IRON Financial sold 97,732 Invesco BulletShares 2023 USD Emerging Markets Debt ETF shares in Q1 2023, an estimated $2.27M.
  • IRON Financial first reported a position in Invesco BulletShares 2023 USD Emerging Markets Debt ETF in Q2 2021 and held it in 7 quarters.
  • IRON Financial's Invesco BulletShares 2023 USD Emerging Markets Debt ETF position peaked at $2.75M in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2023 USD Emerging Markets Debt ETF as of Q1 2023.

Based on IRON Financial's 13F filing for Q1 2023, filed 26 Apr 2023.