JSL
BSJN

JT Stratford LLC’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

JT Stratford LLC’s Portfolio BSJN Stock Details BSJN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,006
Closed -$288K – 155
2019
Q4 		$288K Sell
11,006
-6,017
-35% -$156K 0.13% 114
2019
Q3 		$444K Buy
17,023
+1,324
+8% +$34.5K 0.25% 97
2019
Q2 		$409K Buy
+15,699
New +$409K 0.23% 90

Other funds holding BSJN

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

JT Stratford LLC's BSJN Position: Q1 2020 in Review

JT Stratford LLC sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q1 2020, closing a stake of 11,006 shares — an estimated $288K sold.

JT Stratford LLC first reported a position in BSJN in Q2 2019 and held it in 3 quarters. The position peaked at $444K in Q3 2019. 99 funds tracked by Wall St. Rank hold BSJN as of Q1 2020.

  • JT Stratford LLC reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • JT Stratford LLC sold 11,006 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q1 2020, an estimated $288K.
  • JT Stratford LLC first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q2 2019 and held it in 3 quarters.
  • JT Stratford LLC's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $444K in Q3 2019.
  • 99 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q1 2020.

Based on JT Stratford LLC's 13F filing for Q1 2020, filed 14 May 2020.