Nalls Sherbakoff Group’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Nalls Sherbakoff Group’s Portfolio BSJN Stock Details BSJN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-8,121	Closed	-$191K	–	488
2023 Q3	$191K	Sell	8,121 -1,151	-12%	-$27.1K	0.19%	76
2023 Q2	$218K	Hold	9,272	–	–	0.21%	67
2023 Q1	$218K	Buy	+9,272	New	+$218K	0.22%	70
2018 Q4	$41K	Buy	+1,664	New	+$42.5K	0.07%	160

Other funds holding BSJN

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Nalls Sherbakoff Group's BSJN Position: Q4 2023 in Review

Nalls Sherbakoff Group sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2023, closing a stake of 8,121 shares — an estimated $191K sold.

Nalls Sherbakoff Group first reported a position in BSJN in Q4 2018 and held it in 4 quarters. The position peaked at $218K in Q1 2023. 3 funds tracked by Wall St. Rank hold BSJN as of Q4 2023.

Nalls Sherbakoff Group reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Nalls Sherbakoff Group sold 8,121 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $191K.
Nalls Sherbakoff Group first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q4 2018 and held it in 4 quarters.
Nalls Sherbakoff Group's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $218K in Q1 2023.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.