Northwestern Mutual Wealth Management’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BSJM Stock Details BSJM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-351	Closed	-$8K	–	3529
2022 Q3	$8K	Sell	351 -1,249	-78%	-$27.7K	﹤0.01%	2556
2022 Q2	$35K	Buy	+1,600	New	+$36K	﹤0.01%	2037
2022 Q1	–	Sell	-1,154	Closed	-$27K	–	3531
2021 Q4	$27K	Buy	+1,154	New	+$26.8K	﹤0.01%	2214
2021 Q3	–	Sell	-308	Closed	-$7K	–	3313
2021 Q2	$7K	Sell	308 -324	-51%	-$7.56K	﹤0.01%	2568
2021 Q1	$15K	Hold	632	–	–	﹤0.01%	2172
2020 Q4	$15K	Hold	632	–	–	﹤0.01%	2069
2020 Q3	$14K	Sell	632 -288	-31%	-$6.58K	﹤0.01%	1907
2020 Q2	$21K	Buy	+920	New	+$20.4K	﹤0.01%	1701

Other funds holding BSJM

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Northwestern Mutual Wealth Management's BSJM Position: Q4 2022 in Review

Northwestern Mutual Wealth Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 351 shares — an estimated $8K sold.

Northwestern Mutual Wealth Management first reported a position in BSJM in Q2 2020 and held it in 8 quarters. The position peaked at $35K in Q2 2022. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

Northwestern Mutual Wealth Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 351 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $8K.
Northwestern Mutual Wealth Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q2 2020 and held it in 8 quarters.
Northwestern Mutual Wealth Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $35K in Q2 2022.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2022, filed 21 Feb 2023.