Legacy Financial Group (Iowa)’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Sell |
71,123
-47,883
| -40% | -$1.1M | 0.23% | 49 |
|
|
2025
Q1 | $2.74M | Sell |
119,006
-78,473
| -40% | -$1.81M | 0.42% | 40 |
|
|
2024
Q4 | $4.56M | Sell |
197,479
-79,540
| -29% | -$1.83M | 0.74% | 30 |
|
|
2024
Q3 | $6.4M | Sell |
277,019
-64,126
| -19% | -$1.48M | 1.23% | 24 |
|
|
2024
Q2 | $7.82M | Sell |
341,145
-287,329
| -46% | -$6.58M | 1.54% | 19 |
|
|
2024
Q1 | $14.4M | Buy |
628,474
+609,643
| +3,237% | +$14M | 2.92% | 10 |
|
|
2023
Q4 | $428K | Sell |
18,831
-571,851
| -97% | -$13M | 1.94% | 16 |
|
|
2023
Q3 | $13.3M | Buy |
590,682
+27,310
| +5% | +$614K | 3.12% | 8 |
|
|
2023
Q2 | $12.7M | Buy |
563,372
+23,171
| +4% | +$523K | 3.27% | 9 |
|
|
2023
Q1 | $12.1M | Buy |
540,201
+21,754
| +4% | +$489K | 3.32% | 11 |
|
|
2022
Q4 | $11.5M | Buy |
518,447
+20,125
| +4% | +$445K | 3.43% | 12 |
|
|
2022
Q3 | $10.8M | Buy |
498,322
+8,411
| +2% | +$183K | 3.62% | 10 |
|
|
2022
Q2 | $10.8M | Buy |
489,911
+49,698
| +11% | +$1.09M | 3.39% | 12 |
|
|
2022
Q1 | $10.5M | Buy |
440,213
+15,736
| +4% | +$374K | 3.07% | 10 |
|
|
2021
Q4 | $10.4M | Buy |
424,477
+25,971
| +7% | +$633K | 4.45% | 7 |
|
|
2021
Q3 | $9.8M | Buy |
398,506
+15,152
| +4% | +$372K | 2.93% | 11 |
|
|
2021
Q2 | $9.48M | Buy |
383,354
+11,856
| +3% | +$293K | 2.86% | 10 |
|
|
2021
Q1 | $9.12M | Buy |
371,498
+90,654
| +32% | +$2.23M | 3.17% | 9 |
|
|
2020
Q4 | $6.88M | Buy |
+280,844
| New | +$6.88M | 2.65% | 11 |
|