RSWM
Robertson Stephens Wealth Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,275
| Closed | -$307K | – | 544 |
|
|
2024
Q4 | $307K | Hold |
15,275
| – | – | 0.01% | 460 |
|
|
2024
Q3 | $314K | Hold |
15,275
| – | – | 0.01% | 514 |
|
|
2024
Q2 | $305K | Hold |
15,275
| – | – | 0.02% | 405 |
|
|
2024
Q1 | $307K | Hold |
15,275
| – | – | 0.02% | 417 |
|
|
2023
Q4 | $310K | Hold |
15,275
| – | – | 0.02% | 376 |
|
|
2023
Q3 | $296K | Hold |
15,275
| – | – | 0.02% | 378 |
|
|
2023
Q2 | $302K | Hold |
15,275
| – | – | 0.02% | 349 |
|
|
2023
Q1 | $307K | Hold |
15,275
| – | – | 0.02% | 361 |
|
|
2022
Q4 | $300K | Buy |
+15,275
| New | +$300K | 0.03% | 329 |
|