MCB
BSCO

Morton Community Bank’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Morton Community Bank’s Portfolio BSCO Stock Details BSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-257,660
Closed -$5.44M – 113
2024
Q3 		$5.44M Sell
257,660
-2,160
-0.8% -$45.6K 1.42% 8
2024
Q2 		$5.47M Buy
259,820
+3,520
+1% +$74K 1.55% 7
2024
Q1 		$5.37M Sell
256,300
-3,520
-1% -$73.7K 1.55% 7
2023
Q4 		$5.43M Buy
+259,820
New +$5.4M 1.77% 5

Other funds holding BSCO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morton Community Bank's BSCO Position: Q4 2024 in Review

Morton Community Bank sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 257,660 shares — an estimated $5.44M sold.

Morton Community Bank first reported a position in BSCO in Q4 2023 and held it in 4 quarters. The position peaked at $5.47M in Q2 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Morton Community Bank reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Morton Community Bank sold 257,660 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $5.44M.
  • Morton Community Bank first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Morton Community Bank's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $5.47M in Q2 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Morton Community Bank's 13F filing for Q4 2024, filed 7 Feb 2025.