SS
BSJN

Sound Stewardship’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Sound Stewardship’s Portfolio BSJN Stock Details BSJN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-86,108
Closed -$2.02M – 68
2023
Q3 		$2.02M Sell
86,108
-3,428
-4% -$80.6K 1.36% 29
2023
Q2 		$2.1M Sell
89,536
-13
-0% -$306 1.39% 29
2023
Q1 		$2.11M Sell
89,549
-1,226
-1% -$28.8K 1.42% 28
2022
Q4 		$2.12M Buy
+90,775
New +$2.11M 1.56% 26

Other funds holding BSJN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM