WOSD
WFA of San Diego’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.9K | Buy |
+4,285
| New | +$98.9K | 0.07% | 138 |
|
|
2024
Q3 | $1.43M | Buy |
61,985
+1,041
| +2% | +$24.1K | 1.21% | 23 |
|
|
2024
Q2 | $1.4M | Buy |
+60,944
| New | +$1.4M | 1.25% | 22 |
|
|
2023
Q3 | $1.56M | Sell |
69,289
-4,110
| -6% | -$92.4K | 1.61% | 12 |
|
|
2023
Q2 | $1.66M | Sell |
73,399
-15,115
| -17% | -$341K | 1.63% | 12 |
|
|
2023
Q1 | $1.99M | Sell |
88,514
-26,888
| -23% | -$604K | 2.08% | 12 |
|
|
2022
Q4 | $2.55M | Sell |
115,402
-1,544
| -1% | -$34.1K | 1.95% | 11 |
|
|
2022
Q3 | $2.54M | Sell |
116,946
-3,058
| -3% | -$66.5K | 2.29% | 11 |
|
|
2022
Q2 | $2.63M | Buy |
+120,004
| New | +$2.63M | 2.26% | 10 |
|