Tenon Financial’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Tenon Financial’s Portfolio BSCR Stock Details BSCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.56M	Buy	181,415 +2,540	+1%	+$49.9K	1.14%	10
2026 Q1	$3.51M	Buy	178,875 +19,280	+12%	+$380K	1.38%	9
2025 Q4	$3.15M	Buy	159,595 +7,873	+5%	+$155K	1.33%	10
2025 Q3	$2.99M	Buy	151,722 +13,994	+10%	+$276K	1.54%	9
2025 Q2	$2.71M	Buy	137,728 +6,551	+5%	+$128K	1.2%	9
2025 Q1	$2.57M	Buy	131,177 +21,159	+19%	+$413K	1.59%	11
2024 Q4	$2.14M	Buy	110,018 +64,461	+141%	+$1.26M	1.39%	11
2024 Q3	$898K	Buy	+45,557	New	+$891K	0.6%	15

Other funds holding BSCR

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Tenon Financial's BSCR Position: Q2 2026 in Review

Tenon Financial increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 1.4% in Q2 2026, buying an estimated $49.9K and bringing the position to 181,415 shares worth $3.56M. The position accounts for 1.14% of the portfolio, ranked #10.

Tenon Financial first reported a position in BSCR in Q3 2024 and has held it in 8 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Tenon Financial held 181,415 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $3.56M as of Q2 2026.
Tenon Financial bought 2,540 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $49.9K.
Invesco BulletShares 2027 Corporate Bond ETF made up 1.14% of Tenon Financial's portfolio in Q2 2026, its #10 holding.
Tenon Financial first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Tenon Financial's 13F filing for Q2 2026, filed 24 Jul 2026.