RFWA
RPg Family Wealth Advisory’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.71M | Buy |
296,187
+6,442
| +2% | +$168K | 2.05% | 11 |
|
|
2025
Q1 | $7.39M | Buy |
289,745
+16,336
| +6% | +$416K | 2.1% | 20 |
|
|
2024
Q4 | $7.02M | Buy |
273,409
+11,233
| +4% | +$288K | 2.48% | 14 |
|
|
2024
Q3 | $6.92M | Buy |
262,176
+11,477
| +5% | +$303K | 2.23% | 19 |
|
|
2024
Q2 | $6.37M | Sell |
250,699
-2,710
| -1% | -$68.8K | 2.09% | 19 |
|
|
2024
Q1 | $6.49M | Buy |
253,409
+6,602
| +3% | +$169K | 2.06% | 18 |
|
|
2023
Q4 | $6.29M | Buy |
+246,807
| New | +$6.29M | 2.32% | 11 |
|