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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Ironwood Financial's BSJS Position: Q1 2026 in Review

Ironwood Financial reduced its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 0.83% in Q1 2026, selling an estimated $19.3K and leaving 105,655 shares worth $2.29M. The position accounts for 0.4% of the portfolio, ranked #56.

Ironwood Financial first reported a position in BSJS in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.36M in Q3 2025. 144 funds tracked by Wall St. Rank hold BSJS as of Q1 2026.

Ironwood Financial held 105,655 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $2.29M as of Q1 2026.
Ironwood Financial sold 881 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $19.3K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.4% of Ironwood Financial's portfolio in Q1 2026, its #56 holding.
Ironwood Financial first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Ironwood Financial's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $2.36M in Q3 2025.
144 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q1 2026.

Based on Ironwood Financial's 13F filing for Q1 2026, filed 16 Apr 2026.