IWMA
BSCK

Ironwood Wealth Management (Arizona)’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Ironwood Wealth Management (Arizona)’s Portfolio BSCK Stock Details BSCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,044,851
Closed -$22.2M – 53
2020
Q3 		$22.2M Hold
1,044,851
– – 16.48% 2
2020
Q2 		$22.2M Buy
1,044,851
+138,740
+15% +$2.95M 16.48% 2
2020
Q1 		$19M Sell
906,111
-52,879
-6% -$1.12M 15.95% 1
2019
Q4 		$20.4M Buy
958,990
+45,437
+5% +$968K 14.24% 1
2019
Q3 		$19.5M Buy
913,553
+40,931
+5% +$872K 14.52% 1
2019
Q2 		$18.6M Sell
872,622
-99,510
-10% -$2.11M 14.2% 1
2019
Q1 		$20.6M Buy
+972,132
New +$20.6M 17.59% 1

Other funds holding BSCK

FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s BSCK Position: Q4 2020 in Review

Ironwood Wealth Management (Arizona) sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 1,044,851 shares — an estimated $22.2M sold.

Ironwood Wealth Management (Arizona) first reported a position in BSCK in Q1 2019 and held it in 7 quarters. The position peaked at $22.2M in Q3 2020. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Ironwood Wealth Management (Arizona) reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Ironwood Wealth Management (Arizona) sold 1,044,851 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $22.2M.
  • Ironwood Wealth Management (Arizona) first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2019 and held it in 7 quarters.
  • Ironwood Wealth Management (Arizona)'s Invesco BulletShares 2020 Corporate Bond ETF position peaked at $22.2M in Q3 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q4 2020, filed 10 Feb 2021.