SVB Wealth’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

SVB Wealth’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
2022 Q4	–	Sell	-31,918	Closed	-$701K	–	1109
2022 Q3	$701K	Buy	+31,918	New	+$708K	0.01%	441

Other funds holding BSJM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

SVB Wealth's BSJM Position: Q4 2022 in Review

SVB Wealth sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 31,918 shares — an estimated $701K sold.

SVB Wealth first reported a position in BSJM in Q3 2022 and held it in 1 quarter. The position peaked at $701K in Q3 2022. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

SVB Wealth reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
SVB Wealth sold 31,918 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $701K.
SVB Wealth first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
SVB Wealth's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $701K in Q3 2022.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2022.

Based on SVB Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.