IF
BSDE

IRON Financial’s Invesco BulletShares 2024 USD Emerging Markets Debt ETF BSDE Stock Holding History

IRON Financial’s Portfolio BSDE Stock Details BSDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-120,303
Closed -$2.9M – 115
2022
Q4 		$2.9M Buy
120,303
+13,829
+13% +$331K 1.66% 16
2022
Q3 		$2.53M Buy
106,474
+1,584
+2% +$38.2K 1.39% 19
2022
Q2 		$2.54M Buy
104,890
+314
+0.3% +$7.72K 1.33% 20
2022
Q1 		$2.62M Sell
104,576
-1,486
-1% -$37.7K 1.21% 21
2021
Q4 		$2.74M Buy
106,062
+9,372
+10% +$243K 1.22% 25
2021
Q3 		$2.52M Buy
96,690
+2,334
+2% +$61.3K 1.21% 24
2021
Q2 		$2.48M Buy
+94,356
New +$2.48M 1.16% 24

Other funds holding BSDE

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
NSG
Nalls Sherbakoff Group Knoxville, Tennessee $139M AUM 21.16% 1-Year Est. Return

IRON Financial's BSDE Position: Q1 2023 in Review

IRON Financial sold out of Invesco BulletShares 2024 USD Emerging Markets Debt ETF (BSDE) in Q1 2023, closing a stake of 120,303 shares — an estimated $2.9M sold.

IRON Financial first reported a position in BSDE in Q2 2021 and held it in 7 quarters. The position peaked at $2.9M in Q4 2022. 3 funds tracked by Wall St. Rank hold BSDE as of Q1 2023.

  • IRON Financial reported no remaining Invesco BulletShares 2024 USD Emerging Markets Debt ETF position as of Q1 2023 after selling out during the quarter.
  • IRON Financial sold 120,303 Invesco BulletShares 2024 USD Emerging Markets Debt ETF shares in Q1 2023, an estimated $2.9M.
  • IRON Financial first reported a position in Invesco BulletShares 2024 USD Emerging Markets Debt ETF in Q2 2021 and held it in 7 quarters.
  • IRON Financial's Invesco BulletShares 2024 USD Emerging Markets Debt ETF position peaked at $2.9M in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2024 USD Emerging Markets Debt ETF as of Q1 2023.

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