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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,231	Closed	-$28K	–	53
2021 Q1	$28K	Sell	1,231 -636,459	-100%	-$14.7M	0.02%	39
2020 Q4	$14.7M	Buy	+637,690	New	+$14.7M	9.16%	4

Other funds holding BSJL

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s BSJL Position: Q2 2021 in Review

Ironwood Wealth Management (Arizona) sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q2 2021, closing a stake of 1,231 shares — an estimated $28K sold.

Ironwood Wealth Management (Arizona) first reported a position in BSJL in Q4 2020 and held it in 2 quarters. The position peaked at $14.7M in Q4 2020. 119 funds tracked by Wall St. Rank hold BSJL as of Q2 2021.

Ironwood Wealth Management (Arizona) reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Ironwood Wealth Management (Arizona) sold 1,231 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q2 2021, an estimated $28K.
Ironwood Wealth Management (Arizona) first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
Ironwood Wealth Management (Arizona)'s Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $14.7M in Q4 2020.
119 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q2 2021.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2021, filed 28 Jul 2021.