Koss-Olinger Consulting’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Sell |
33,989
-4,418
| -12% | -$90.5K | 0.06% | 156 |
|
|
2025
Q1 | $782K | Buy |
38,407
+638
| +2% | +$13K | 0.07% | 138 |
|
|
2024
Q4 | $760K | Buy |
37,769
+26,153
| +225% | +$526K | 0.07% | 105 |
|
|
2024
Q3 | $239K | Hold |
11,616
| – | – | 0.02% | 243 |
|
|
2024
Q2 | $232K | Buy |
+11,616
| New | +$232K | 0.02% | 233 |
|
|
2024
Q1 | – | Sell |
-20,714
| Closed | -$420K | – | 79 |
|
|
2023
Q4 | $420K | Hold |
20,714
| – | – | 0.04% | 172 |
|
|
2023
Q3 | $401K | Buy |
20,714
+753
| +4% | +$14.6K | 0.06% | 152 |
|
|
2023
Q2 | $394K | Buy |
+19,961
| New | +$394K | 0.05% | 157 |
|