WCM
Whitener Capital Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
60,951
+18,947
| +45% | +$388K | 0.33% | 65 |
|
|
2025
Q1 | $855K | Buy |
42,004
+15,644
| +59% | +$318K | 0.24% | 77 |
|
|
2024
Q4 | $531K | Buy |
+26,360
| New | +$531K | 0.15% | 99 |
|
|
2019
Q4 | – | Sell |
-4,450
| Closed | -$97K | – | 179 |
|
|
2019
Q3 | $97K | Hold |
4,450
| – | – | 0.05% | 168 |
|
|
2019
Q2 | $96K | Hold |
4,450
| – | – | 0.05% | 170 |
|
|
2019
Q1 | $92K | Buy |
+4,450
| New | +$92K | 0.06% | 164 |
|