MGIA
Matthew Goff Investment Advisor’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Sell |
130,524
-6,280
| -5% | -$123K | 0.47% | 42 |
|
|
2025
Q1 | $2.68M | Sell |
136,804
-8,642
| -6% | -$169K | 0.49% | 45 |
|
|
2024
Q4 | $2.83M | Sell |
145,446
-12,682
| -8% | -$247K | 0.53% | 44 |
|
|
2024
Q3 | $3.12M | Sell |
158,128
-2,168
| -1% | -$42.8K | 0.59% | 39 |
|
|
2024
Q2 | $3.08M | Sell |
160,296
-7,222
| -4% | -$139K | 0.63% | 38 |
|
|
2024
Q1 | $3.23M | Sell |
167,518
-886
| -0.5% | -$17.1K | 0.65% | 37 |
|
|
2023
Q4 | $3.28M | Buy |
168,404
+42,626
| +34% | +$829K | 0.73% | 35 |
|
|
2023
Q3 | $2.36M | Sell |
125,778
-2,528
| -2% | -$47.4K | 0.57% | 40 |
|
|
2023
Q2 | $2.44M | Sell |
128,306
-165
| -0.1% | -$3.14K | 0.57% | 39 |
|
|
2023
Q1 | $2.48M | Sell |
128,471
-3,406
| -3% | -$65.8K | 0.62% | 40 |
|
|
2022
Q4 | $2.51M | Buy |
+131,877
| New | +$2.51M | 0.65% | 37 |
|