Kirr Marbach & Co
BSCS icon

Kirr Marbach & Co’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Kirr Marbach & Co’s Portfolio BSCS Stock Details BSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.5M Buy
669,038
+33,070
+5% +$671K 2.54% 15
2026
Q2 		$13M Sell
635,968
-8,908
-1% -$182K 2.18% 16
2026
Q1 		$13.2M Buy
644,876
+15,920
+3% +$327K 2.4% 13
2025
Q4 		$13M Buy
628,956
+98,083
+18% +$2.02M 2.48% 13
2025
Q3 		$10.9M Buy
530,873
+27,559
+5% +$566K 1.97% 18
2025
Q2 		$10.3M Buy
503,314
+27,898
+6% +$568K 2.04% 18
2025
Q1 		$9.7M Buy
475,416
+21,122
+5% +$427K 2.24% 16
2024
Q4 		$9.14M Buy
454,294
+422,219
+1,316% +$8.56M 1.98% 17
2024
Q3 		$659K Sell
32,075
-1,037
-3% -$21.1K 0.15% 43
2024
Q2 		$661K Sell
33,112
-2,120
-6% -$42.2K 0.16% 44
2024
Q1 		$707K Sell
35,232
-4,134
-11% -$83.1K 0.17% 42
2023
Q4 		$798K Buy
39,366
+150
+0.4% +$2.94K 0.21% 43
2023
Q3 		$759K Sell
39,216
-50
-0.1% -$981 0.22% 44
2023
Q2 		$775K Sell
39,266
-630
-2% -$12.6K 0.21% 43
2023
Q1 		$801K Sell
39,896
-6,328
-14% -$126K 0.25% 42
2022
Q4 		$907K Sell
46,224
-38,585
-45% -$750K 0.28% 43
2022
Q3 		$1.62M Sell
84,809
-121
-0.1% -$2.43K 0.55% 42
2022
Q2 		$1.7M Sell
84,930
-2,362
-3% -$48K 0.53% 42
2022
Q1 		$1.84M Buy
+87,292
New +$1.9M 0.5% 42

Other funds holding BSCS

TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Cornerstone Planning
Cornerstone Planning Charlotte, North Carolina $487M AUM 16.17% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Kirr Marbach & Co's BSCS Position: Q3 2026 in Review

Kirr Marbach & Co increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 5.2% in Q3 2026, buying an estimated $671K and bringing the position to 669,038 shares worth $13.5M. The position accounts for 2.54% of the portfolio, ranked #15.

Kirr Marbach & Co first reported a position in BSCS in Q1 2022 and has held it in 19 quarters since. 180 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

  • Kirr Marbach & Co held 669,038 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $13.5M as of Q3 2026.
  • Kirr Marbach & Co bought 33,070 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2026, an estimated $671K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 2.54% of Kirr Marbach & Co's portfolio in Q3 2026, its #15 holding.
  • Kirr Marbach & Co first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2022 and has held it in 19 quarters since.
  • 180 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on Kirr Marbach & Co's 13F filing for Q3 2026, filed 20 Oct 2026.