Marietta Wealth Management’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

Marietta Wealth Management’s Portfolio BSJH Stock Details BSJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-10,655	Closed	-$274K	–	120
2017 Q3	$274K	Sell	10,655 -965	-8%	-$24.8K	0.15%	106
2017 Q2	$299K	Sell	11,620 -376	-3%	-$9.67K	0.18%	105
2017 Q1	$308K	Sell	11,996 -964	-7%	-$24.8K	0.2%	99
2016 Q4	$335K	Buy	+12,960	New	+$334K	0.27%	99

Other funds holding BSJH

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Marietta Wealth Management's BSJH Position: Q4 2017 in Review

Marietta Wealth Management sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q4 2017, closing a stake of 10,655 shares — an estimated $274K sold.

Marietta Wealth Management first reported a position in BSJH in Q4 2016 and held it in 4 quarters. The position peaked at $335K in Q4 2016. 4 funds tracked by Wall St. Rank hold BSJH as of Q4 2017.

Marietta Wealth Management reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
Marietta Wealth Management sold 10,655 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $274K.
Marietta Wealth Management first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q4 2016 and held it in 4 quarters.
Marietta Wealth Management's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $335K in Q4 2016.
4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q4 2017.

Based on Marietta Wealth Management's 13F filing for Q4 2017, filed 6 Feb 2018.