Legacy Financial Group (Iowa)’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 | $15.4M | Sell |
751,174
-60,147
| -7% | -$1.23M | 2.15% | 18 |
|
2025
Q1 | $16.5M | Buy |
811,321
+6,797
| +0.8% | +$138K | 2.54% | 13 |
|
2024
Q4 | $16.2M | Buy |
804,524
+79,972
| +11% | +$1.61M | 2.62% | 13 |
|
2024
Q3 | $14.9M | Buy |
724,552
+26,677
| +4% | +$548K | 2.87% | 13 |
|
2024
Q2 | $13.9M | Buy |
697,875
+138,090
| +25% | +$2.75M | 2.74% | 11 |
|
2024
Q1 | $11.2M | Buy |
559,785
+546,625
| +4,154% | +$11M | 2.27% | 15 |
|
2023
Q4 | $267K | Buy |
13,160
+5,763
| +78% | +$117K | 1.21% | 23 |
|
2023
Q3 | $143K | Buy |
+7,397
| New | +$143K | 0.03% | 104 |
|