YANKCOM Partnership’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

YANKCOM Partnership’s Portfolio BSCR Stock Details BSCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$841K	Hold	42,870	–	–	0.3%	78
2026 Q1	$841K	Hold	42,870	–	–	0.35%	73
2025 Q4	$846K	Sell	42,870 -2,833	-6%	-$55.9K	0.36%	70
2025 Q3	$901K	Sell	45,703 -410	-0.9%	-$8.07K	0.41%	63
2025 Q2	$906K	Buy	46,113 +1,535	+3%	+$30.1K	0.44%	56
2025 Q1	$873K	Sell	44,578 -459	-1%	-$8.96K	0.48%	58
2024 Q4	$877K	Buy	+45,037	New	+$880K	0.47%	59

Other funds holding BSCR

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

YANKCOM Partnership's BSCR Position: Q2 2026 in Review

YANKCOM Partnership held its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) position steady in Q2 2026 at 42,870 shares worth $841K. The position accounts for 0.3% of the portfolio, ranked #78.

YANKCOM Partnership first reported a position in BSCR in Q4 2024 and has held it in 7 quarters since. The position peaked at $906K in Q2 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

YANKCOM Partnership held 42,870 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $841K as of Q2 2026.
YANKCOM Partnership left its Invesco BulletShares 2027 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.3% of YANKCOM Partnership's portfolio in Q2 2026, its #78 holding.
YANKCOM Partnership first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
YANKCOM Partnership's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $906K in Q2 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.