Ironwood Financial’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Ironwood Financial’s Portfolio BSCT Stock Details BSCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.8M	Buy	151,148 +5,930	+4%	+$111K	0.44%	53
2026 Q1	$2.71M	Sell	145,218 -65	-0%	-$1.22K	0.47%	50
2025 Q4	$2.74M	Buy	145,283 +468	+0.3%	+$8.82K	0.46%	51
2025 Q3	$2.72M	Buy	144,815 +13,461	+10%	+$253K	0.48%	50
2025 Q2	$2.43M	Hold	131,354	–	–	0.52%	48
2025 Q1	$2.43M	Buy	131,354 +525	+0.4%	+$9.67K	0.52%	48
2024 Q4	$2.4M	Buy	130,829 +4,738	+4%	+$87.6K	0.5%	45
2024 Q3	$2.37M	Buy	126,091 +15,312	+14%	+$285K	0.5%	45
2024 Q2	$2.01M	Buy	110,779 +11,839	+12%	+$214K	0.45%	47
2024 Q1	$1.81M	Sell	98,940 -2,176	-2%	-$39.8K	0.42%	49
2023 Q4	$1.88M	Buy	101,116 +80,849	+399%	+$1.44M	0.45%	44
2023 Q3	$355K	Buy	+20,267	New	+$361K	0.1%	108

Other funds holding BSCT

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

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

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

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

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ironwood Financial's BSCT Position: Q2 2026 in Review

Ironwood Financial increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 4.1% in Q2 2026, buying an estimated $111K and bringing the position to 151,148 shares worth $2.8M. The position accounts for 0.44% of the portfolio, ranked #53.

Ironwood Financial first reported a position in BSCT in Q3 2023 and has held it in 12 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Ironwood Financial held 151,148 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $2.8M as of Q2 2026.
Ironwood Financial bought 5,930 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $111K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.44% of Ironwood Financial's portfolio in Q2 2026, its #53 holding.
Ironwood Financial first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

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