TFO
BSCL

Tarbox Family Office’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Tarbox Family Office’s Portfolio BSCL Stock Details BSCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-5,000
Closed -$106K – 654
2017
Q4 		$106K Hold
5,000
– – 0.04% 122
2017
Q3 		$107K Buy
+5,000
New +$107K 0.05% 114

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MFWM
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SF
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Ameriprise
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
GAG
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Tarbox Family Office's BSCL Position: Q1 2018 in Review

Tarbox Family Office sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q1 2018, closing a stake of 5,000 shares — an estimated $106K sold.

Tarbox Family Office first reported a position in BSCL in Q3 2017 and held it in 2 quarters. The position peaked at $107K in Q3 2017. 121 funds tracked by Wall St. Rank hold BSCL as of Q1 2018.

  • Tarbox Family Office reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Tarbox Family Office sold 5,000 Invesco BulletShares 2021 Corporate Bond ETF shares in Q1 2018, an estimated $106K.
  • Tarbox Family Office first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q3 2017 and held it in 2 quarters.
  • Tarbox Family Office's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $107K in Q3 2017.
  • 121 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q1 2018.

Based on Tarbox Family Office's 13F filing for Q1 2018, filed 25 Apr 2018.