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 Q2	$366K	Buy	17,364 +867	+5%	+$18.4K	0.06%	137
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Ironwood Financial's BSJT Position: Q2 2026 in Review

Ironwood Financial increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 5.3% in Q2 2026, buying an estimated $18.4K and bringing the position to 17,364 shares worth $366K. The position accounts for 0.06% of the portfolio, ranked #137.

Ironwood Financial first reported a position in BSJT in Q4 2024 and has held it in 7 quarters since. The position peaked at $382K in Q4 2025. 119 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

Ironwood Financial held 17,364 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $366K as of Q2 2026.
Ironwood Financial bought 867 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $18.4K.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.06% of Ironwood Financial's portfolio in Q2 2026, its #137 holding.
Ironwood Financial first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Ironwood Financial's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $382K in Q4 2025.
119 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

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