MP
BSCN

McDonald Partners’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

McDonald Partners’s Portfolio BSCN Stock Details BSCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-9,183
Closed -$197K – 741
2021
Q4 		$197K Buy
+9,183
New +$198K 0.18% 68

Other funds holding BSCN

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
OA
Oakhurst Advisors Los Angeles, California $21.3M AUM 8.8% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

McDonald Partners's BSCN Position: Q1 2022 in Review

McDonald Partners sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q1 2022, closing a stake of 9,183 shares — an estimated $197K sold.

McDonald Partners first reported a position in BSCN in Q4 2021 and held it in 1 quarter. The position peaked at $197K in Q4 2021. 306 funds tracked by Wall St. Rank hold BSCN as of Q1 2022.

  • McDonald Partners reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 9,183 Invesco BulletShares 2023 Corporate Bond ETF shares in Q1 2022, an estimated $197K.
  • McDonald Partners first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $197K in Q4 2021.
  • 306 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.