Ironwood Wealth Management (Arizona)’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Ironwood Wealth Management (Arizona)’s Portfolio BSCL Stock Details BSCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-7,432	Closed	-$157K	–	53
2021 Q3	$157K	Sell	7,432 -3,356	-31%	-$70.8K	0.07%	32
2021 Q2	$228K	Sell	10,788 -937,004	-99%	-$19.8M	0.13%	29
2021 Q1	$20M	Buy	947,792 +256,712	+37%	+$5.43M	12.84%	3
2020 Q4	$14.7M	Buy	+691,080	New	+$14.7M	9.11%	5

Other funds holding BSCL

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s BSCL Position: Q4 2021 in Review

Ironwood Wealth Management (Arizona) sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2021, closing a stake of 7,432 shares — an estimated $157K sold.

Ironwood Wealth Management (Arizona) first reported a position in BSCL in Q4 2020 and held it in 4 quarters. The position peaked at $20M in Q1 2021. 1 fund tracked by Wall St. Rank holds BSCL as of Q4 2021.

Ironwood Wealth Management (Arizona) reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Wealth Management (Arizona) sold 7,432 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2021, an estimated $157K.
Ironwood Wealth Management (Arizona) first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
Ironwood Wealth Management (Arizona)'s Invesco BulletShares 2021 Corporate Bond ETF position peaked at $20M in Q1 2021.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2021.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q4 2021, filed 1 Feb 2022.