WIM
Waycross Investment Management’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.56M | Sell |
396,930
-6,132
| -2% | -$101K | 6.82% | 6 |
|
|
2025
Q1 | $6.57M | Sell |
403,062
-5,470
| -1% | -$89.2K | 7.41% | 5 |
|
|
2024
Q4 | $6.56M | Buy |
408,532
+2,353
| +0.6% | +$37.8K | 6.9% | 5 |
|
|
2024
Q3 | $6.77M | Buy |
+406,179
| New | +$6.77M | 6.24% | 5 |
|
|
2023
Q3 | – | Sell |
-299,488
| Closed | -$4.78M | – | 49 |
|
|
2023
Q2 | $4.78M | Sell |
299,488
-14,418
| -5% | -$230K | 4.99% | 5 |
|
|
2023
Q1 | $5.1M | Buy |
313,906
+367
| +0.1% | +$5.96K | 5.1% | 4 |
|
|
2022
Q4 | $4.94M | Buy |
+313,539
| New | +$4.94M | 4.99% | 4 |
|