Ironwood Financial’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Ironwood Financial’s Portfolio BSJS Stock Details BSJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.25M	Sell	103,581 -2,074	-2%	-$45.2K	0.35%	60
2026 Q1	$2.29M	Sell	105,655 -881	-0.8%	-$19.3K	0.4%	56
2025 Q4	$2.35M	Sell	106,536 -462	-0.4%	-$10.2K	0.4%	54
2025 Q3	$2.36M	Buy	106,998 +18,294	+21%	+$403K	0.42%	53
2025 Q2	$1.92M	Hold	88,704	–	–	0.41%	53
2025 Q1	$1.92M	Buy	88,704 +4,114	+5%	+$90.1K	0.41%	53
2024 Q4	$1.83M	Buy	84,590 +10,029	+13%	+$220K	0.38%	54
2024 Q3	$1.65M	Buy	74,561 +11,229	+18%	+$245K	0.35%	60
2024 Q2	$1.36M	Buy	63,332 +630	+1%	+$13.5K	0.3%	63
2024 Q1	$1.36M	Buy	62,702 +7,210	+13%	+$156K	0.31%	63
2023 Q4	$1.2M	Buy	55,492 +3,866	+7%	+$80.8K	0.29%	62
2023 Q3	$1.06M	Buy	51,626 +9,080	+21%	+$190K	0.29%	57
2023 Q2	$893K	Sell	42,546 -590	-1%	-$12.4K	0.23%	65
2023 Q1	$911K	Buy	43,136 +7,803	+22%	+$164K	0.25%	65
2022 Q4	$731K	Buy	+35,333	New	+$734K	0.23%	71

Other funds holding BSJS

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

AIS

Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Ironwood Financial's BSJS Position: Q2 2026 in Review

Ironwood Financial reduced its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 2% in Q2 2026, selling an estimated $45.2K and leaving 103,581 shares worth $2.25M. The position accounts for 0.35% of the portfolio, ranked #60.

Ironwood Financial first reported a position in BSJS in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.36M in Q3 2025. 25 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

Ironwood Financial held 103,581 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $2.25M as of Q2 2026.
Ironwood Financial sold 2,074 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $45.2K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.35% of Ironwood Financial's portfolio in Q2 2026, its #60 holding.
Ironwood Financial first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Ironwood Financial's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $2.36M in Q3 2025.
25 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

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