IF
BSJO

IRON Financial’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

IRON Financial’s Portfolio BSJO Stock Details BSJO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,571
Closed -$308K – 114
2024
Q3 		$308K Sell
13,571
-21,061
-61% -$478K 0.17% 72
2024
Q2 		$787K Sell
34,632
-2,709
-7% -$61.6K 0.44% 48
2024
Q1 		$849K Sell
37,341
-7,009
-16% -$159K 0.47% 40
2023
Q4 		$1.01M Sell
44,350
-3,864
-8% -$87.2K 0.57% 32
2023
Q3 		$1.08M Buy
48,214
+1,169
+2% +$26.3K 0.63% 32
2023
Q2 		$1.06M Sell
47,045
-589
-1% -$13.2K 0.57% 34
2023
Q1 		$1.07M Buy
47,634
+912
+2% +$20.4K 0.59% 34
2022
Q4 		$1.03M Sell
46,722
-1,851
-4% -$40.9K 0.59% 36
2022
Q3 		$1.05M Sell
48,573
-3,776
-7% -$84.3K 0.58% 31
2022
Q2 		$1.14M Buy
52,349
+540
+1% +$12.3K 0.6% 31
2022
Q1 		$1.23M Buy
51,809
+32,582
+169% +$789K 0.57% 31
2021
Q4 		$480K Buy
19,227
+4,958
+35% +$124K 0.21% 60
2021
Q3 		$357K Buy
+14,269
New +$358K 0.17% 72

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

IRON Financial's BSJO Position: Q4 2024 in Review

IRON Financial sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 13,571 shares — an estimated $308K sold.

IRON Financial first reported a position in BSJO in Q3 2021 and held it in 13 quarters. The position peaked at $1.23M in Q1 2022. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • IRON Financial reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • IRON Financial sold 13,571 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $308K.
  • IRON Financial first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2021 and held it in 13 quarters.
  • IRON Financial's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $1.23M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

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