LWA
Ledgewood Wealth Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.81M | Buy |
295,702
+8,214
| +3% | +$161K | 3.66% | 9 |
|
|
2025
Q1 | $5.63M | Buy |
287,488
+7,774
| +3% | +$152K | 3.63% | 9 |
|
|
2024
Q4 | $5.45M | Buy |
279,714
+42,957
| +18% | +$837K | 3.52% | 10 |
|
|
2024
Q3 | $4.67M | Buy |
236,757
+33,509
| +16% | +$661K | 3.14% | 11 |
|
|
2024
Q2 | $3.91M | Buy |
203,248
+15,374
| +8% | +$295K | 3.37% | 11 |
|
|
2024
Q1 | $3.62M | Buy |
187,874
+5,981
| +3% | +$115K | 3.37% | 11 |
|
|
2023
Q4 | $3.54M | Buy |
+181,893
| New | +$3.54M | 3.27% | 9 |
|