SFG
Sterling Financial Group’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-84,094
| Closed | -$1.94M | – | 64 |
|
|
2024
Q4 | $1.94M | Sell |
84,094
-703,996
| -89% | -$16.2M | 0.72% | 22 |
|
|
2024
Q3 | $18.2M | Buy |
788,090
+2,776
| +0.4% | +$64.2K | 7.79% | 5 |
|
|
2024
Q2 | $18M | Buy |
785,314
+7,031
| +0.9% | +$161K | 8.17% | 4 |
|
|
2024
Q1 | $17.9M | Buy |
778,283
+197,779
| +34% | +$4.54M | 8.48% | 4 |
|
|
2023
Q4 | $13.2M | Buy |
580,504
+12,712
| +2% | +$289K | 7.83% | 3 |
|
|
2023
Q3 | $12.8M | Buy |
567,792
+19,518
| +4% | +$439K | 8.02% | 3 |
|
|
2023
Q2 | $12.4M | Buy |
+548,274
| New | +$12.4M | 8.2% | 5 |
|