Monterey Private Wealth’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$522K	Buy	28,171 +11,505	+69%	+$213K	0.15%	61
2024 Q4	$306K	Buy	16,666 +2,879	+21%	+$52.8K	0.1%	94
2024 Q3	$259K	Buy	+13,787	New	+$259K	0.09%	103