RIM
BSCK

Rockbridge Investment Management’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Rockbridge Investment Management’s Portfolio BSCK Stock Details BSCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-6,769
Closed -$144K – 724
2020
Q3 		$144K Hold
6,769
– – 0.03% 152
2020
Q2 		$144K Buy
+6,769
New +$144K 0.04% 147

Other funds holding BSCK

FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return

Rockbridge Investment Management's BSCK Position: Q4 2020 in Review

Rockbridge Investment Management sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 6,769 shares — an estimated $144K sold.

Rockbridge Investment Management first reported a position in BSCK in Q2 2020 and held it in 2 quarters. The position peaked at $144K in Q3 2020. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Rockbridge Investment Management reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Rockbridge Investment Management sold 6,769 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $144K.
  • Rockbridge Investment Management first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q2 2020 and held it in 2 quarters.
  • Rockbridge Investment Management's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $144K in Q3 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Rockbridge Investment Management's 13F filing for Q4 2020, filed 4 Mar 2021.