Monterey Private Wealth’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$575K	Buy	28,240 +309	+1%	+$6.29K	0.17%	58
2024 Q4	$562K	Buy	27,931 +2,878	+11%	+$57.9K	0.19%	57
2024 Q3	$515K	Buy	+25,053	New	+$515K	0.18%	58