IRON Financial’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

IRON Financial’s Portfolio BSJN Stock Details BSJN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-30,117	Closed	-$708K	–	102
2023 Q3	$708K	Buy	30,117 +46	+0.2%	+$1.08K	0.41%	43
2023 Q2	$707K	Sell	30,071 -2,265	-7%	-$53.3K	0.38%	51
2023 Q1	$762K	Sell	32,336 -1,819	-5%	-$42.7K	0.42%	46
2022 Q4	$796K	Sell	34,155 -393	-1%	-$9.14K	0.46%	47
2022 Q3	$788K	Sell	34,548 -1,092	-3%	-$25.6K	0.43%	45
2022 Q2	$818K	Buy	35,640 +21,124	+146%	+$502K	0.43%	38
2022 Q1	$356K	Buy	+14,516	New	+$359K	0.16%	78

Other funds holding BSJN

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

IRON Financial's BSJN Position: Q4 2023 in Review

IRON Financial sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2023, closing a stake of 30,117 shares — an estimated $708K sold.

IRON Financial first reported a position in BSJN in Q1 2022 and held it in 7 quarters. The position peaked at $818K in Q2 2022. 4 funds tracked by Wall St. Rank hold BSJN as of Q4 2023.

IRON Financial reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
IRON Financial sold 30,117 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $708K.
IRON Financial first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q1 2022 and held it in 7 quarters.
IRON Financial's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $818K in Q2 2022.
4 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2023.

Based on IRON Financial's 13F filing for Q4 2023, filed 19 Jan 2024.