SWA
Sax Wealth Advisors’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Buy |
25,304
+2,062
| +9% | +$34.1K | 0.03% | 282 |
|
|
2025
Q1 | $379K | Buy |
23,242
+4,192
| +22% | +$68.4K | 0.03% | 256 |
|
|
2024
Q4 | $306K | Buy |
19,050
+1,310
| +7% | +$21K | 0.02% | 260 |
|
|
2024
Q3 | $296K | Buy |
17,740
+681
| +4% | +$11.4K | 0.03% | 221 |
|
|
2024
Q2 | $272K | Buy |
+17,059
| New | +$272K | 0.03% | 224 |
|