SWA
Sax Wealth Advisors’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
Q2 | $725K | Buy |
35,382
+9,668
| +38% | +$198K | 0.04% | 211 |
|
|
2025
Q1 | $523K | Buy |
25,714
+3,348
| +15% | +$68.1K | 0.04% | 212 |
|
|
2024
Q4 | $450K | Buy |
22,366
+735
| +3% | +$14.8K | 0.04% | 204 |
|
|
2024
Q3 | $445K | Buy |
21,631
+7,755
| +56% | +$159K | 0.04% | 170 |
|
|
2024
Q2 | $277K | Buy |
+13,876
| New | +$277K | 0.03% | 219 |
|