OBWG
Onyx Bridge Wealth Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Buy |
24,418
+244
| +1% | +$4.8K | 0.06% | 173 |
|
|
2025
Q1 | $474K | Sell |
24,174
-1,889
| -7% | -$37K | 0.07% | 160 |
|
|
2024
Q4 | $508K | Sell |
26,063
-4,665
| -15% | -$90.9K | 0.07% | 154 |
|
|
2024
Q3 | $606K | Buy |
30,728
+323
| +1% | +$6.37K | 0.09% | 141 |
|
|
2024
Q2 | $584K | Sell |
30,405
-2,500
| -8% | -$48.1K | 0.1% | 134 |
|
|
2024
Q1 | $627K | Sell |
32,905
-2,806
| -8% | -$53.5K | 0.11% | 124 |
|
|
2023
Q4 | $695K | Sell |
35,711
-1,615
| -4% | -$31.4K | 0.14% | 104 |
|
|
2023
Q3 | $699K | Buy |
37,326
+15,744
| +73% | +$295K | 0.16% | 100 |
|
|
2023
Q2 | $411K | Buy |
+21,582
| New | +$411K | 0.1% | 145 |
|