IWMA
BSJK

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

Ironwood Wealth Management (Arizona)’s Portfolio BSJK Stock Details BSJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-546,273
Closed -$12.7M – 52
2020
Q3 		$12.7M Hold
546,273
– – 9.42% 5
2020
Q2 		$12.7M Buy
546,273
+117,633
+27% +$2.73M 9.42% 5
2020
Q1 		$9.86M Buy
428,640
+3,910
+0.9% +$92.2K 8.26% 5
2019
Q4 		$10.2M Buy
424,730
+18,907
+5% +$452K 7.09% 6
2019
Q3 		$9.72M Buy
405,823
+17,759
+5% +$426K 7.25% 5
2019
Q2 		$9.35M Sell
388,064
-57,400
-13% -$1.38M 7.15% 6
2019
Q1 		$10.7M Buy
+445,464
New +$10.7M 9.15% 3

Other funds holding BSJK

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Ironwood Wealth Management (Arizona) sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q4 2020, closing a stake of 546,273 shares — an estimated $12.7M sold.

Ironwood Wealth Management (Arizona) first reported a position in BSJK in Q1 2019 and held it in 7 quarters. The position peaked at $12.7M in Q3 2020. 1 fund tracked by Wall St. Rank holds BSJK as of Q4 2020.

  • Ironwood Wealth Management (Arizona) reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Ironwood Wealth Management (Arizona) sold 546,273 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q4 2020, an estimated $12.7M.
  • Ironwood Wealth Management (Arizona) first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q1 2019 and held it in 7 quarters.
  • Ironwood Wealth Management (Arizona)'s Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $12.7M in Q3 2020.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q4 2020.

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