Koss-Olinger Consulting’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$910K	Buy	46,374 +5,331	+13%	+$105K	0.08%	103
2025 Q4	$810K	Buy	41,043 +5,975	+17%	+$118K	0.06%	108
2025 Q3	$689K	Hold	35,068	–	–	0.06%	156
2025 Q2	$689K	Sell	35,068 -4,792	-12%	-$93.9K	0.06%	157
2025 Q1	$781K	Buy	39,860 +694	+2%	+$13.5K	0.07%	139
2024 Q4	$763K	Buy	39,166 +2,187	+6%	+$42.7K	0.07%	104
2024 Q3	$729K	Buy	36,979 +569	+2%	+$11.1K	0.06%	118
2024 Q2	$700K	Buy	+36,410	New	+$699K	0.06%	117
2024 Q1	–	Sell	-23,793	Closed	-$463K	–	78
2023 Q4	$463K	Buy	23,793 +2,331	+11%	+$44.2K	0.05%	160
2023 Q3	$402K	Buy	21,462 +755	+4%	+$14.3K	0.06%	151
2023 Q2	$394K	Buy	+20,707	New	+$398K	0.05%	156