YIA
BSCK

YHB Investment Advisors’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

YHB Investment Advisors’s Portfolio BSCK Stock Details BSCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-54,072
Closed -$1.15M – 286
2020
Q3 		$1.15M Buy
+54,072
New +$1.15M 0.12% 146

Other funds holding BSCK

FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return

YHB Investment Advisors's BSCK Position: Q4 2020 in Review

YHB Investment Advisors sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 54,072 shares — an estimated $1.15M sold.

YHB Investment Advisors first reported a position in BSCK in Q3 2020 and held it in 1 quarter. The position peaked at $1.15M in Q3 2020. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • YHB Investment Advisors reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • YHB Investment Advisors sold 54,072 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $1.15M.
  • YHB Investment Advisors first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q3 2020 and held it in 1 quarter.
  • YHB Investment Advisors's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $1.15M in Q3 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on YHB Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.