Timber Creek Capital Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Timber Creek Capital Management’s Portfolio BSJO Stock Details BSJO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-221,756	Closed	-$4.79M	–	142
2022 Q3	$4.79M	Buy	221,756 +4,305	+2%	+$96.1K	1.9%	19
2022 Q2	$4.74M	Buy	217,451 +217,256	+111,413%	+$4.96M	1.57%	29
2022 Q1	$4K	Hold	195	–	–	﹤0.01%	124
2021 Q4	$4K	Buy	+195	New	+$4.86K	﹤0.01%	112

Other funds holding BSJO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Timber Creek Capital Management's BSJO Position: Q4 2022 in Review

Timber Creek Capital Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2022, closing a stake of 221,756 shares — an estimated $4.79M sold.

Timber Creek Capital Management first reported a position in BSJO in Q4 2021 and held it in 4 quarters. The position peaked at $4.79M in Q3 2022. 143 funds tracked by Wall St. Rank hold BSJO as of Q4 2022.

Timber Creek Capital Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Timber Creek Capital Management sold 221,756 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $4.79M.
Timber Creek Capital Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Timber Creek Capital Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $4.79M in Q3 2022.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2022.

Based on Timber Creek Capital Management's 13F filing for Q4 2022, filed 23 Jan 2023.