Trust Company of Vermont’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Trust Company of Vermont’s Portfolio BSCM Stock Details BSCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-150	Closed	-$3K	–	1012
2022 Q3	$3K	Hold	150	–	–	﹤0.01%	913
2022 Q2	$3K	Buy	+150	New	+$3.18K	﹤0.01%	850
2022 Q1	–	Sell	-150	Closed	-$3K	–	804
2021 Q4	$3K	Buy	+150	New	+$3.22K	﹤0.01%	766
2021 Q3	–	Sell	-150	Closed	-$3K	–	778
2021 Q2	$3K	Buy	+150	New	+$3.25K	﹤0.01%	739

Other funds holding BSCM

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

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

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

HNB

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

Trust Company of Vermont's BSCM Position: Q4 2022 in Review

Trust Company of Vermont sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 150 shares — an estimated $3K sold.

Trust Company of Vermont first reported a position in BSCM in Q2 2021 and held it in 4 quarters. The position peaked at $3K in Q3 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

Trust Company of Vermont reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Trust Company of Vermont sold 150 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $3K.
Trust Company of Vermont first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2021 and held it in 4 quarters.
Trust Company of Vermont's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $3K in Q3 2022.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Trust Company of Vermont's 13F filing for Q4 2022, filed 9 Feb 2023.