SWA
Sax Wealth Advisors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Buy |
34,812
+6,288
| +22% | +$106K | 0.04% | 234 |
|
|
2025
Q1 | $473K | Buy |
28,524
+4,119
| +17% | +$68.3K | 0.03% | 229 |
|
|
2024
Q4 | $400K | Buy |
24,405
+901
| +4% | +$14.7K | 0.03% | 223 |
|
|
2024
Q3 | $398K | Buy |
23,504
+6,489
| +38% | +$110K | 0.04% | 184 |
|
|
2024
Q2 | $277K | Buy |
+17,015
| New | +$277K | 0.03% | 220 |
|