MWM
Marietta Wealth Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.48M | Buy |
386,136
+6,710
| +2% | +$113K | 0.84% | 46 |
|
|
2025
Q1 | $6.29M | Buy |
379,426
+11,215
| +3% | +$186K | 0.92% | 46 |
|
|
2024
Q4 | $6.03M | Buy |
368,211
+6,808
| +2% | +$111K | 0.86% | 45 |
|
|
2024
Q3 | $6.13M | Buy |
361,403
+5,350
| +2% | +$90.7K | 0.89% | 44 |
|
|
2024
Q2 | $5.79M | Buy |
356,053
+3,508
| +1% | +$57K | 0.9% | 42 |
|
|
2024
Q1 | $5.78M | Buy |
352,545
+25,399
| +8% | +$416K | 0.95% | 44 |
|
|
2023
Q4 | $5.44M | Sell |
327,146
-2,866
| -0.9% | -$47.7K | 0.97% | 40 |
|
|
2023
Q3 | $5.14M | Buy |
+330,012
| New | +$5.14M | 1.02% | 45 |
|