Steward Partners Investment Advisory’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Buy |
28,113
+27,925
| +14,854% | +$634K | 0.01% | 1183 |
|
|
2025
Q1 | $4.21K | Hold |
188
| – | – | ﹤0.01% | 3430 |
|
|
2024
Q4 | $4.21K | Hold |
188
| – | – | ﹤0.01% | 3419 |
|
|
2024
Q3 | $4.27K | Sell |
188
-9,052
| -98% | -$206K | ﹤0.01% | 3236 |
|
|
2024
Q2 | $204K | Buy |
9,240
+4,930
| +114% | +$109K | ﹤0.01% | 1437 |
|
|
2024
Q1 | $95.9K | Buy |
+4,310
| New | +$95.9K | ﹤0.01% | 1790 |
|
|
2021
Q3 | – | Sell |
-3,306
| Closed | -$85K | – | 3182 |
|
|
2021
Q2 | $85K | Sell |
3,306
-391
| -11% | -$10.1K | ﹤0.01% | 2476 |
|
|
2021
Q1 | $93.8K | Buy |
3,697
+2,739
| +286% | +$69.5K | ﹤0.01% | 1662 |
|
|
2020
Q4 | $25K | Buy |
+958
| New | +$25K | ﹤0.01% | 1973 |
|