SWA
Sax Wealth Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Buy |
36,162
+10,629
| +42% | +$199K | 0.04% | 217 |
|
|
2025
Q1 | $473K | Buy |
25,533
+3,680
| +17% | +$68.2K | 0.03% | 230 |
|
|
2024
Q4 | $401K | Buy |
21,853
+806
| +4% | +$14.8K | 0.03% | 221 |
|
|
2024
Q3 | $396K | Buy |
21,047
+5,823
| +38% | +$110K | 0.04% | 189 |
|
|
2024
Q2 | $276K | Buy |
+15,224
| New | +$276K | 0.03% | 221 |
|