SWA
Sax Wealth Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750K | Buy |
38,145
+10,042
| +36% | +$197K | 0.05% | 207 |
|
|
2025
Q1 | $551K | Buy |
28,103
+3,116
| +12% | +$61K | 0.04% | 204 |
|
|
2024
Q4 | $487K | Buy |
24,987
+185
| +0.7% | +$3.6K | 0.04% | 196 |
|
|
2024
Q3 | $489K | Buy |
24,802
+9,337
| +60% | +$184K | 0.04% | 160 |
|
|
2024
Q2 | $297K | Buy |
+15,465
| New | +$297K | 0.03% | 208 |
|