LWA
Ledgewood Wealth Advisors’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Buy |
17,332
+98
| +0.6% | +$2.16K | 0.24% | 51 |
|
|
2025
Q1 | $373K | Sell |
17,234
-6,586
| -28% | -$143K | 0.24% | 48 |
|
|
2024
Q4 | $516K | Buy |
23,820
+556
| +2% | +$12.1K | 0.33% | 40 |
|
|
2024
Q3 | $516K | Buy |
23,264
+89
| +0.4% | +$1.97K | 0.35% | 37 |
|
|
2024
Q2 | $498K | Buy |
23,175
+91
| +0.4% | +$1.95K | 0.43% | 32 |
|
|
2024
Q1 | $500K | Buy |
23,084
+5,329
| +30% | +$115K | 0.46% | 31 |
|
|
2023
Q4 | $385K | Buy |
+17,755
| New | +$385K | 0.36% | 40 |
|