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Ironwood Financial’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Ironwood Financial’s Portfolio BSCS Stock Details BSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.5M Buy
518,417
+5,758
+1% +$118K 1.65% 14
2026
Q1 		$10.5M Buy
512,659
+563
+0.1% +$11.6K 1.83% 12
2025
Q4 		$10.5M Sell
512,096
-5,172
-1% -$106K 1.79% 12
2025
Q3 		$10.6M Buy
517,268
+14,868
+3% +$305K 1.89% 12
2025
Q2 		$10.2M Hold
502,400
– – 2.19% 9
2025
Q1 		$10.2M Buy
502,400
+7,924
+2% +$160K 2.19% 9
2024
Q4 		$9.95M Buy
494,476
+3,141
+0.6% +$63.7K 2.09% 11
2024
Q3 		$10.1M Buy
491,335
+64,344
+15% +$1.31M 2.12% 11
2024
Q2 		$8.52M Buy
426,991
+20,972
+5% +$418K 1.91% 12
2024
Q1 		$8.15M Sell
406,019
-50,722
-11% -$1.02M 1.87% 13
2023
Q4 		$9.26M Buy
456,741
+31,032
+7% +$609K 2.24% 14
2023
Q3 		$8.24M Buy
425,709
+247,456
+139% +$4.86M 2.21% 14
2023
Q2 		$3.52M Buy
178,253
+95,084
+114% +$1.9M 0.93% 27
2023
Q1 		$1.67M Buy
83,169
+51,071
+159% +$1.02M 0.47% 42
2022
Q4 		$630K Buy
+32,098
New +$624K 0.2% 80

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Ironwood Financial's BSCS Position: Q2 2026 in Review

Ironwood Financial increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 1.1% in Q2 2026, buying an estimated $118K and bringing the position to 518,417 shares worth $10.5M. The position accounts for 1.65% of the portfolio, ranked #14.

Ironwood Financial first reported a position in BSCS in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.6M in Q3 2025. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Ironwood Financial held 518,417 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $10.5M as of Q2 2026.
  • Ironwood Financial bought 5,758 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $118K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 1.65% of Ironwood Financial's portfolio in Q2 2026, its #14 holding.
  • Ironwood Financial first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Ironwood Financial's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $10.6M in Q3 2025.
  • 398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

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