Legacy Financial Group (Iowa)’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 | $16M | Sell |
812,048
-45,423
| -5% | -$893K | 2.23% | 17 |
|
|
2025
Q1 | $16.8M | Buy |
857,471
+2,001
| +0.2% | +$39.2K | 2.58% | 12 |
|
|
2024
Q4 | $16.7M | Buy |
855,470
+61,499
| +8% | +$1.2M | 2.7% | 12 |
|
|
2024
Q3 | $15.7M | Buy |
793,971
+19,620
| +3% | +$387K | 3.01% | 11 |
|
|
2024
Q2 | $14.9M | Buy |
774,351
+67,672
| +10% | +$1.3M | 2.93% | 9 |
|
|
2024
Q1 | $13.6M | Buy |
706,679
+684,923
| +3,148% | +$13.2M | 2.76% | 12 |
|
|
2023
Q4 | $423K | Sell |
21,756
-624,060
| -97% | -$12.1M | 1.92% | 17 |
|
|
2023
Q3 | $12.1M | Buy |
645,816
+50,614
| +9% | +$948K | 2.85% | 12 |
|
|
2023
Q2 | $11.3M | Buy |
595,202
+91,813
| +18% | +$1.75M | 2.92% | 14 |
|
|
2023
Q1 | $9.72M | Buy |
503,389
+173,544
| +53% | +$3.35M | 2.66% | 15 |
|
|
2022
Q4 | $6.27M | Buy |
329,845
+298,162
| +941% | +$5.66M | 1.88% | 18 |
|
|
2022
Q3 | $590K | Buy |
+31,683
| New | +$590K | 0.2% | 27 |
|