TA
TruWealth Advisors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.2M | Buy |
3,883,937
+488,551
| +14% | +$8.2M | 3.59% | 7 |
|
|
2025
Q1 | $56.3M | Buy |
3,395,386
+117,223
| +4% | +$1.94M | 3.4% | 7 |
|
|
2024
Q4 | $53.7M | Buy |
3,278,163
+2,596,320
| +381% | +$42.5M | 3.24% | 6 |
|
|
2024
Q3 | $11.6M | Buy |
+681,843
| New | +$11.6M | 0.71% | 39 |
|