IF
BSCO

IRON Financial’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

IRON Financial’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
Q4 		– Sell
-104,894
Closed -$2.22M – 115
2024
Q3 		$2.22M Sell
104,894
-89,812
-46% -$1.9M 1.21% 19
2024
Q2 		$4.1M Sell
194,706
-19,701
-9% -$414K 2.3% 13
2024
Q1 		$4.5M Sell
214,407
-4,732
-2% -$99.1K 2.51% 12
2023
Q4 		$4.58M Sell
219,139
-10,288
-4% -$214K 2.6% 11
2023
Q3 		$4.74M Sell
229,427
-4,873
-2% -$101K 2.75% 11
2023
Q2 		$4.82M Buy
234,300
+1,309
+0.6% +$27K 2.59% 11
2023
Q1 		$4.8M Sell
232,991
-1,492
-0.6% -$30.7K 2.63% 11
2022
Q4 		$4.8M Sell
234,483
-15,639
-6% -$320K 2.76% 11
2022
Q3 		$5.1M Buy
250,122
+4,207
+2% +$87.1K 2.8% 10
2022
Q2 		$5.1M Buy
245,915
+25,640
+12% +$535K 2.67% 10
2022
Q1 		$4.64M Buy
220,275
+54,756
+33% +$1.17M 2.14% 12
2021
Q4 		$3.61M Buy
165,519
+19,870
+14% +$436K 1.61% 18
2021
Q3 		$3.22M Buy
145,649
+27,965
+24% +$620K 1.54% 17
2021
Q2 		$2.61M Buy
+117,684
New +$2.62M 1.22% 21

Other funds holding BSCO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

IRON Financial's BSCO Position: Q4 2024 in Review

IRON Financial sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 104,894 shares — an estimated $2.22M sold.

IRON Financial first reported a position in BSCO in Q2 2021 and held it in 14 quarters. The position peaked at $5.1M in Q3 2022. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • IRON Financial reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • IRON Financial sold 104,894 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $2.22M.
  • IRON Financial first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2021 and held it in 14 quarters.
  • IRON Financial's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $5.1M in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on IRON Financial's 13F filing for Q4 2024, filed 22 Jan 2025.