Ironwood Financial’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Ironwood Financial’s Portfolio BSCU Stock Details BSCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.61M	Buy	97,081 +5,696	+6%	+$95.1K	0.25%	73
2026 Q1	$1.53M	Buy	91,385 +291	+0.3%	+$4.91K	0.27%	70
2025 Q4	$1.54M	Buy	91,094 +1,623	+2%	+$27.5K	0.26%	71
2025 Q3	$1.51M	Buy	89,471 +8,919	+11%	+$150K	0.27%	69
2025 Q2	$1.34M	Hold	80,552	–	–	0.29%	70
2025 Q1	$1.34M	Buy	80,552 +1,126	+1%	+$18.5K	0.29%	70
2024 Q4	$1.3M	Buy	79,426 +6,900	+10%	+$114K	0.27%	68
2024 Q3	$1.23M	Buy	72,526 +8,322	+13%	+$139K	0.26%	67
2024 Q2	$1.04M	Buy	64,204 +6,417	+11%	+$104K	0.23%	69
2024 Q1	$947K	Buy	57,787 +205	+0.4%	+$3.36K	0.22%	74
2023 Q4	$958K	Buy	+57,582	New	+$914K	0.23%	70

Other funds holding BSCU

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

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

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Ironwood Financial's BSCU Position: Q2 2026 in Review

Ironwood Financial increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 6.2% in Q2 2026, buying an estimated $95.1K and bringing the position to 97,081 shares worth $1.61M. The position accounts for 0.25% of the portfolio, ranked #73.

Ironwood Financial first reported a position in BSCU in Q4 2023 and has held it in 11 quarters since. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Ironwood Financial held 97,081 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $1.61M as of Q2 2026.
Ironwood Financial bought 5,696 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $95.1K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.25% of Ironwood Financial's portfolio in Q2 2026, its #73 holding.
Ironwood Financial first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

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