MP
BSJO

McDonald Partners’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

McDonald Partners’s Portfolio BSJO Stock Details BSJO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-255,317
Closed -$6.38M – 721
2021
Q4 		$6.38M Buy
+255,317
New +$6.36M 5.91% 2

Other funds holding BSJO

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $301M AUM 21.67% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

McDonald Partners's BSJO Position: Q1 2022 in Review

McDonald Partners sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q1 2022, closing a stake of 255,317 shares — an estimated $6.38M sold.

McDonald Partners first reported a position in BSJO in Q4 2021 and held it in 1 quarter. The position peaked at $6.38M in Q4 2021. 119 funds tracked by Wall St. Rank hold BSJO as of Q1 2022.

  • McDonald Partners reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 255,317 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q1 2022, an estimated $6.38M.
  • McDonald Partners first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $6.38M in Q4 2021.
  • 119 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q1 2022.

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