Marietta Wealth Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.39M | Buy |
341,689
+6,834
| +2% | +$128K | 0.83% | 51 |
|
2025
Q1 | $6.2M | Buy |
334,855
+9,069
| +3% | +$168K | 0.91% | 52 |
|
2024
Q4 | $5.97M | Buy |
325,786
+4,608
| +1% | +$84.5K | 0.86% | 47 |
|
2024
Q3 | $6.04M | Buy |
321,178
+4,389
| +1% | +$82.6K | 0.88% | 45 |
|
2024
Q2 | $5.75M | Buy |
316,789
+1,508
| +0.5% | +$27.4K | 0.9% | 47 |
|
2024
Q1 | $5.77M | Buy |
315,281
+23,425
| +8% | +$429K | 0.95% | 45 |
|
2023
Q4 | $5.41M | Sell |
291,856
-1,665
| -0.6% | -$30.9K | 0.96% | 41 |
|
2023
Q3 | $5.14M | Sell |
293,521
-4,385
| -1% | -$76.8K | 1.02% | 44 |
|
2023
Q2 | $5.35M | Buy |
297,906
+11,938
| +4% | +$214K | 1.01% | 45 |
|
2023
Q1 | $5.23M | Buy |
285,968
+17,216
| +6% | +$315K | 1.11% | 43 |
|
2022
Q4 | $4.78M | Buy |
+268,752
| New | +$4.78M | 1.08% | 46 |
|