Jones Financial Companies’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.2M Sell
141,116
-6,821
-5% -$155K ﹤0.01% 620
2025
Q1
$3.31M Buy
147,937
+48,093
+48% +$1.08M ﹤0.01% 523
2024
Q4
$2.24M Buy
99,844
+63,731
+176% +$1.43M ﹤0.01% 532
2024
Q3
$819K Buy
36,113
+22,288
+161% +$505K ﹤0.01% 662
2024
Q2
$305K Buy
+13,825
New +$305K ﹤0.01% 690