WSTAM
Wilbanks Smith & Thomas Asset Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $44.2M | Buy |
2,413,167
+329,145
| +16% | +$6.02M | 1.24% | 18 |
|
|
2023
Q4 | $38.6M | Buy |
2,084,022
+136,901
| +7% | +$2.54M | 1.18% | 19 |
|
|
2023
Q3 | $34.1M | Buy |
1,947,121
+121,088
| +7% | +$2.12M | 1.18% | 20 |
|
|
2023
Q2 | $32.8M | Buy |
1,826,033
+149,568
| +9% | +$2.68M | 1.08% | 21 |
|
|
2023
Q1 | $30.7M | Buy |
+1,676,465
| New | +$30.7M | 1.07% | 23 |
|