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IF
Ironwood Financial’s
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
Stock Holding History
Ironwood Financial’s Portfolio
BSJR Stock Details
BSJR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$8.19M
Sell
366,045
-4,285
-1%
-$96.6K
1.43%
20
2025
Q4
$8.39M
Sell
370,330
-7,357
-2%
-$167K
1.42%
20
2025
Q3
$8.59M
Buy
377,687
+19,895
+6%
+$452K
1.52%
16
2025
Q2
$8.02M
Hold
357,792
–
–
1.72%
17
2025
Q1
$8.02M
Buy
357,792
+6,151
+2%
+$139K
1.72%
17
2024
Q4
$7.88M
Buy
351,641
+9,809
+3%
+$221K
1.65%
16
2024
Q3
$7.76M
Buy
341,832
+112,290
+49%
+$2.52M
1.63%
17
2024
Q2
$5.07M
Buy
229,542
+26,665
+13%
+$589K
1.14%
25
2024
Q1
$4.51M
Buy
202,877
+7,368
+4%
+$164K
1.04%
28
2023
Q4
$4.37M
Buy
195,509
+16,388
+9%
+$356K
1.06%
25
2023
Q3
$3.83M
Buy
179,121
+61,911
+53%
+$1.34M
1.03%
26
2023
Q2
$2.54M
Buy
117,210
+22,939
+24%
+$496K
0.67%
32
2023
Q1
$2.06M
Buy
94,271
+33,950
+56%
+$737K
0.57%
35
2022
Q4
$1.29M
Buy
+60,321
New
+$1.28M
0.4%
51
Other funds holding BSJR
MCP
Mirador Capital Partners
Pleasanton, California
$816M AUM
42.46%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LFG
Larson Financial Group
St Louis, Missouri
$3.12B AUM
22.88%
1-Year Est. Return
ATPW
Ashton Thomas Private Wealth
Scottsdale, Arizona
$4.23B AUM
20.9%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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