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Ironwood Wealth Management (West Virginia)’s Invesco Senior Loan ETF BKLN Stock Holding History

Ironwood Wealth Management (West Virginia)’s Portfolio BKLN Stock Details BKLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.8M Buy
1,262,833
+91,904
+8% +$1.88M 10.91% 1
2026
Q1 		$24.1M Buy
1,170,929
+5,876
+0.5% +$121K 10.79% 1
2025
Q4 		$24.5M Sell
1,165,053
-13,626
-1% -$285K 11.01% 1
2025
Q3 		$24.5M Buy
1,178,679
+65,452
+6% +$1.37M 11.23% 1
2025
Q2 		$23.3M Buy
1,113,227
+412
+0% +$8.55K 11.02% 1
2025
Q1 		$22.7M Buy
1,112,815
+28,477
+3% +$597K 11.85% 1
2024
Q4 		$22.9M Buy
1,084,338
+33,954
+3% +$716K 11.29% 1
2024
Q3 		$22.1M Buy
1,050,384
+22,009
+2% +$463K 10.84% 1
2024
Q2 		$21.7M Buy
1,028,375
+27,504
+3% +$581K 11% 1
2024
Q1 		$21.1M Buy
1,000,871
+32,281
+3% +$682K 11.08% 1
2023
Q4 		$20.5M Buy
968,590
+23,709
+3% +$497K 11.23% 1
2023
Q3 		$19.7M Buy
944,881
+12,017
+1% +$253K 11.78% 2
2023
Q2 		$19.6M Buy
932,864
+4,225
+0.5% +$88K 11.4% 2
2023
Q1 		$19.4M Sell
928,639
-5,826
-0.6% -$122K 11.55% 2
2022
Q4 		$19.8M Buy
+934,465
New +$19.4M 11.57% 2

Other funds holding BKLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BP
BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Ironwood Wealth Management (West Virginia)'s BKLN Position: Q2 2026 in Review

Ironwood Wealth Management (West Virginia) increased its Invesco Senior Loan ETF (BKLN) stake by 7.8% in Q2 2026, buying an estimated $1.88M and bringing the position to 1,262,833 shares worth $25.8M. The position accounts for 10.91% of the portfolio, ranked #1.

Ironwood Wealth Management (West Virginia) first reported a position in BKLN in Q4 2022 and has held it in 15 quarters since. 500 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Ironwood Wealth Management (West Virginia) held 1,262,833 shares of Invesco Senior Loan ETF worth $25.8M as of Q2 2026.
  • Ironwood Wealth Management (West Virginia) bought 91,904 Invesco Senior Loan ETF shares in Q2 2026, an estimated $1.88M.
  • Invesco Senior Loan ETF made up 10.91% of Ironwood Wealth Management (West Virginia)'s portfolio in Q2 2026, its #1 holding.
  • Ironwood Wealth Management (West Virginia) first reported a position in Invesco Senior Loan ETF in Q4 2022 and has held it in 15 quarters since.
  • 500 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.