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Ironwood Financial’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Ironwood Financial’s Portfolio BSJT Stock Details BSJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$347K Sell
16,497
-1,176
-7% -$25.1K 0.06% 128
2025
Q4 		$382K Buy
17,673
+976
+6% +$21K 0.06% 125
2025
Q3 		$360K Buy
16,697
+3,256
+24% +$70K 0.06% 129
2025
Q2 		$283K Hold
13,441
– – 0.06% 134
2025
Q1 		$283K Buy
13,441
+700
+5% +$15K 0.06% 134
2024
Q4 		$273K Buy
+12,741
New +$276K 0.06% 137

Other funds holding BSJT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Ironwood Financial's BSJT Position: Q1 2026 in Review

Ironwood Financial reduced its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 6.7% in Q1 2026, selling an estimated $25.1K and leaving 16,497 shares worth $347K. The position accounts for 0.06% of the portfolio, ranked #128.

Ironwood Financial first reported a position in BSJT in Q4 2024 and has held it in 6 quarters since. The position peaked at $382K in Q4 2025. 111 funds tracked by Wall St. Rank hold BSJT as of Q1 2026.

  • Ironwood Financial held 16,497 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $347K as of Q1 2026.
  • Ironwood Financial sold 1,176 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $25.1K.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.06% of Ironwood Financial's portfolio in Q1 2026, its #128 holding.
  • Ironwood Financial first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Ironwood Financial's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $382K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q1 2026.

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