IF
BSJQ icon

IRON Financial’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

IRON Financial’s Portfolio BSJQ Stock Details BSJQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$510K Sell
22,222
-286
-1% -$6.61K 0.21% 75
2026
Q1 		$522K Sell
22,508
-9,398
-29% -$219K 0.23% 72
2025
Q4 		$745K Buy
31,906
+6,063
+23% +$142K 0.34% 56
2025
Q3 		$605K Buy
25,843
+124
+0.5% +$2.9K 0.29% 64
2025
Q2 		$600K Buy
25,719
+151
+0.6% +$3.5K 0.31% 56
2025
Q1 		$593K Sell
25,568
-853
-3% -$19.9K 0.33% 49
2024
Q4 		$615K Sell
26,421
-4,696
-15% -$110K 0.35% 49
2024
Q3 		$730K Sell
31,117
-10,412
-25% -$243K 0.4% 49
2024
Q2 		$958K Sell
41,529
-911
-2% -$21K 0.54% 37
2024
Q1 		$984K Buy
42,440
+586
+1% +$13.6K 0.55% 33
2023
Q4 		$968K Sell
41,854
-3,093
-7% -$70.5K 0.55% 33
2023
Q3 		$1.02M Buy
44,947
+862
+2% +$19.7K 0.59% 33
2023
Q2 		$1.01M Sell
44,085
-1,151
-3% -$26.1K 0.54% 36
2023
Q1 		$1.03M Buy
45,236
+1,337
+3% +$30.4K 0.57% 35
2022
Q4 		$988K Sell
43,899
-1,607
-4% -$36.2K 0.57% 38
2022
Q3 		$996K Sell
45,506
-452
-1% -$10.3K 0.55% 32
2022
Q2 		$1.02M Buy
45,958
+2,737
+6% +$64K 0.53% 32
2022
Q1 		$1.06M Buy
43,221
+24,447
+130% +$607K 0.49% 33
2021
Q4 		$482K Buy
18,774
+4,848
+35% +$124K 0.22% 58
2021
Q3 		$358K Buy
+13,926
New +$358K 0.17% 70

Other funds holding BSJQ

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IRON Financial's BSJQ Position: Q2 2026 in Review

IRON Financial reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 1.3% in Q2 2026, selling an estimated $6.61K and leaving 22,222 shares worth $510K. The position accounts for 0.21% of the portfolio, ranked #75.

IRON Financial first reported a position in BSJQ in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.06M in Q1 2022. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

  • IRON Financial held 22,222 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $510K as of Q2 2026.
  • IRON Financial sold 286 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $6.61K.
  • Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.21% of IRON Financial's portfolio in Q2 2026, its #75 holding.
  • IRON Financial first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • IRON Financial's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $1.06M in Q1 2022.
  • 187 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.