Ironwood Financial’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.02M | Hold |
357,792
| – | – | 1.72% | 17 |
|
|
2025
Q1 | $8.02M | Buy |
357,792
+6,151
| +2% | +$138K | 1.72% | 17 |
|
|
2024
Q4 | $7.88M | Buy |
351,641
+9,809
| +3% | +$220K | 1.65% | 16 |
|
|
2024
Q3 | $7.76M | Buy |
341,832
+112,290
| +49% | +$2.55M | 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% | +$367K | 1.06% | 25 |
|
|
2023
Q3 | $3.83M | Buy |
179,121
+61,911
| +53% | +$1.33M | 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% | +$741K | 0.57% | 35 |
|
|
2022
Q4 | $1.29M | Buy |
+60,321
| New | +$1.29M | 0.4% | 51 |
|