IWMA
BSCI

Ironwood Wealth Management (Arizona)’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Ironwood Wealth Management (Arizona)’s Portfolio BSCI Stock Details BSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,115
Closed -$66K – 60
2018
Q3 		$66K Sell
3,115
-77,963
-96% -$1.65M 0.06% 33
2018
Q2 		$1.72M Buy
+81,078
New +$1.71M 1.61% 16
2017
Q3 		$22.5M Buy
+1,063,936
New +$22.6M 21.09% 1

Ironwood Wealth Management (Arizona)'s BSCI Position: Q4 2018 in Review

Ironwood Wealth Management (Arizona) sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q4 2018, closing a stake of 3,115 shares — an estimated $66K sold.

Ironwood Wealth Management (Arizona) first reported a position in BSCI in Q3 2017 and held it in 3 quarters. The position peaked at $22.5M in Q3 2017. 1 fund tracked by Wall St. Rank holds BSCI as of Q4 2018.

  • Ironwood Wealth Management (Arizona) reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Ironwood Wealth Management (Arizona) sold 3,115 Invesco BulletShares 2018 Corporate Bond ETF shares in Q4 2018, an estimated $66K.
  • Ironwood Wealth Management (Arizona) first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q3 2017 and held it in 3 quarters.
  • Ironwood Wealth Management (Arizona)'s Invesco BulletShares 2018 Corporate Bond ETF position peaked at $22.5M in Q3 2017.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q4 2018.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q4 2018, filed 13 Feb 2019.