SIS
BSJM

Sound Income Strategies’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Sound Income Strategies’s Portfolio BSJM Stock Details BSJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-603
Closed -$14.1K – 1081
2021
Q1 		$14.1K Hold
603
– – ﹤0.01% 416
2020
Q4 		$14K Hold
603
– – ﹤0.01% 396
2020
Q3 		$14K Buy
603
+1
+0.2% +$23 ﹤0.01% 356
2020
Q2 		$13K Buy
602
+1
+0.2% +$22 ﹤0.01% 349
2020
Q1 		$13K Buy
601
+2
+0.3% +$47 ﹤0.01% 309
2019
Q4 		$15K Buy
599
+1
+0.2% +$24 ﹤0.01% 276
2019
Q3 		$15K Sell
598
-34
-5% -$831 ﹤0.01% 252
2019
Q2 		$15K Buy
632
+8
+1% +$196 0.01% 271
2019
Q1 		$15K Sell
624
-681
-52% -$16.5K 0.01% 272
2018
Q4 		$30K Sell
1,305
-140
-10% -$3.37K 0.02% 184
2018
Q3 		$36K Sell
1,445
-82
-5% -$2.02K 0.02% 171
2018
Q2 		$37K Sell
1,527
-1,082
-41% -$26.6K 0.02% 147
2018
Q1 		$64K Buy
+2,609
New +$64.6K 0.04% 96

Other funds holding BSJM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCC
Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Sound Income Strategies's BSJM Position: Q2 2021 in Review

Sound Income Strategies sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q2 2021, closing a stake of 603 shares — an estimated $14.1K sold.

Sound Income Strategies first reported a position in BSJM in Q1 2018 and held it in 13 quarters. The position peaked at $64K in Q1 2018. 143 funds tracked by Wall St. Rank hold BSJM as of Q2 2021.

  • Sound Income Strategies reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Sound Income Strategies sold 603 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q2 2021, an estimated $14.1K.
  • Sound Income Strategies first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2018 and held it in 13 quarters.
  • Sound Income Strategies's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $64K in Q1 2018.
  • 143 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q2 2021.

Based on Sound Income Strategies's 13F filing for Q2 2021, filed 13 Jul 2021.