Ironwood Financial’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Ironwood Financial’s Portfolio BSCR Stock Details BSCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.1M	Sell	511,901 -4,572	-0.9%	-$89.8K	1.57%	16
2026 Q1	$10.1M	Sell	516,473 -7,563	-1%	-$149K	1.77%	13
2025 Q4	$10.3M	Sell	524,036 -7,675	-1%	-$151K	1.75%	13
2025 Q3	$10.5M	Buy	531,711 +16,474	+3%	+$324K	1.86%	13
2025 Q2	$10.1M	Hold	515,237	–	–	2.16%	10
2025 Q1	$10.1M	Buy	515,237 +3,374	+0.7%	+$65.9K	2.16%	10
2024 Q4	$9.97M	Sell	511,863 -1,603	-0.3%	-$31.3K	2.09%	10
2024 Q3	$10.1M	Buy	513,466 +55,667	+12%	+$1.09M	2.13%	10
2024 Q2	$8.8M	Buy	457,799 +19,621	+4%	+$377K	1.97%	11
2024 Q1	$8.45M	Sell	438,178 -49,338	-10%	-$953K	1.94%	11
2023 Q4	$9.48M	Buy	487,516 +71,666	+17%	+$1.36M	2.3%	13
2023 Q3	$7.79M	Buy	415,850 +105,912	+34%	+$2.01M	2.09%	15
2023 Q2	$5.9M	Buy	309,938 +118,451	+62%	+$2.28M	1.55%	18
2023 Q1	$3.7M	Buy	191,487 +123,194	+180%	+$2.36M	1.03%	24
2022 Q4	$1.3M	Buy	+68,293	New	+$1.29M	0.4%	50

Other funds holding BSCR

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Ironwood Financial's BSCR Position: Q2 2026 in Review

Ironwood Financial reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.89% in Q2 2026, selling an estimated $89.8K and leaving 511,901 shares worth $10.1M. The position accounts for 1.57% of the portfolio, ranked #16.

Ironwood Financial first reported a position in BSCR in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.5M in Q3 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Ironwood Financial held 511,901 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $10.1M as of Q2 2026.
Ironwood Financial sold 4,572 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $89.8K.
Invesco BulletShares 2027 Corporate Bond ETF made up 1.57% of Ironwood Financial's portfolio in Q2 2026, its #16 holding.
Ironwood Financial first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Ironwood Financial's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $10.5M in Q3 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.