RSWM
Robertson Stephens Wealth Management’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,850
| Closed | -$304K | – | 617 |
|
|
2024
Q2 | $304K | Hold |
15,850
| – | – | 0.02% | 406 |
|
|
2024
Q1 | $304K | Hold |
15,850
| – | – | 0.02% | 418 |
|
|
2023
Q4 | $306K | Hold |
15,850
| – | – | 0.02% | 379 |
|
|
2023
Q3 | $298K | Hold |
15,850
| – | – | 0.02% | 377 |
|
|
2023
Q2 | $300K | Hold |
15,850
| – | – | 0.02% | 352 |
|
|
2023
Q1 | $304K | Hold |
15,850
| – | – | 0.02% | 365 |
|
|
2022
Q4 | $300K | Buy |
+15,850
| New | +$300K | 0.03% | 327 |
|