Robertson Stephens Wealth Management’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $200K | Sell |
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|
2024
Q4 | $464K | Sell |
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|
2024
Q3 | $588K | Sell |
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|
2024
Q2 | $712K | Hold |
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|
2024
Q1 | $717K | Hold |
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|
2023
Q4 | $721K | Hold |
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|
2023
Q3 | $690K | Hold |
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|
2023
Q2 | $697K | Hold |
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|
2023
Q1 | $704K | Buy |
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|
2022
Q4 | $202K | Buy |
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