IWMA
Ironwood Wealth Management (Arizona)’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
14,245
-1,126,731
| -99% | -$23.3M | 0.11% | 31 |
|
|
2025
Q1 | $23.6M | Buy |
1,140,976
+22,064
| +2% | +$456K | 7.24% | 6 |
|
|
2024
Q4 | $23.1M | Buy |
1,118,912
+33,829
| +3% | +$699K | 7.17% | 6 |
|
|
2024
Q3 | $22.4M | Buy |
1,085,083
+44,783
| +4% | +$925K | 6.74% | 6 |
|
|
2024
Q2 | $21.3M | Buy |
1,040,300
+54,563
| +6% | +$1.12M | 6.95% | 6 |
|
|
2024
Q1 | $20.1M | Buy |
985,737
+26,126
| +3% | +$534K | 6.53% | 6 |
|
|
2023
Q4 | $19.6M | Buy |
959,611
+387,625
| +68% | +$7.93M | 6.55% | 6 |
|
|
2023
Q3 | $11.5M | Buy |
+571,986
| New | +$11.5M | 4.69% | 6 |
|