OneDigital Investment Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $598K | Hold |
30,443
| – | – | 0.01% | 834 |
|
|
2025
Q1 | $596K | Sell |
30,443
-4,084
| -12% | -$80K | 0.01% | 795 |
|
|
2024
Q4 | $673K | Buy |
34,527
+3,372
| +11% | +$65.7K | 0.01% | 775 |
|
|
2024
Q3 | $614K | Buy |
31,155
+2,301
| +8% | +$45.4K | 0.01% | 858 |
|
|
2024
Q2 | $555K | Buy |
28,854
+9,676
| +50% | +$186K | 0.01% | 859 |
|
|
2024
Q1 | $370K | Sell |
19,178
-6,363
| -25% | -$123K | 0.01% | 842 |
|
|
2023
Q4 | $497K | Buy |
25,541
+13,692
| +116% | +$266K | 0.01% | 715 |
|
|
2023
Q3 | $222K | Buy |
+11,849
| New | +$222K | ﹤0.01% | 906 |
|