Legacy Financial Group (Iowa)’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Sell |
674,903
-15,954
| -2% | -$343K | 2.03% | 19 |
|
|
2025
Q1 | $14.6M | Buy |
690,857
+30,268
| +5% | +$638K | 2.24% | 17 |
|
|
2024
Q4 | $14.1M | Buy |
660,589
+179,978
| +37% | +$3.85M | 2.29% | 16 |
|
|
2024
Q3 | $10.5M | Buy |
480,611
+99,746
| +26% | +$2.18M | 2.02% | 16 |
|
|
2024
Q2 | $7.98M | Buy |
+380,865
| New | +$7.98M | 1.57% | 18 |
|