SFG
Sterling Financial Group’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
730,147
+8,595
| +1% | +$176K | 5.02% | 8 |
|
|
2025
Q1 | $14.7M | Sell |
721,552
-297
| -0% | -$6.04K | 5.29% | 6 |
|
|
2024
Q4 | $14.5M | Buy |
721,849
+94,271
| +15% | +$1.9M | 5.41% | 6 |
|
|
2024
Q3 | $12.9M | Buy |
627,578
+8,401
| +1% | +$173K | 5.51% | 7 |
|
|
2024
Q2 | $12.4M | Buy |
619,177
+7,964
| +1% | +$159K | 5.61% | 7 |
|
|
2024
Q1 | $12.3M | Buy |
611,213
+596,661
| +4,100% | +$12M | 5.82% | 7 |
|
|
2023
Q4 | $295K | Hold |
14,552
| – | – | 0.18% | 50 |
|
|
2023
Q3 | $282K | Buy |
14,552
+1,740
| +14% | +$33.7K | 0.18% | 48 |
|
|
2023
Q2 | $253K | Buy |
+12,812
| New | +$253K | 0.17% | 54 |
|