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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
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.02M Sell
358,454
-7,591
-2% -$170K 1.26% 22
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 $817M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Ironwood Financial's BSJR Position: Q2 2026 in Review

Ironwood Financial reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 2.1% in Q2 2026, selling an estimated $170K and leaving 358,454 shares worth $8.02M. The position accounts for 1.26% of the portfolio, ranked #22.

Ironwood Financial first reported a position in BSJR in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.59M in Q3 2025. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

  • Ironwood Financial held 358,454 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $8.02M as of Q2 2026.
  • Ironwood Financial sold 7,591 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $170K.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 1.26% of Ironwood Financial's portfolio in Q2 2026, its #22 holding.
  • Ironwood Financial first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Ironwood Financial's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $8.59M in Q3 2025.
  • 165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

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