YIA
BSCL

YHB Investment Advisors’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

YHB Investment Advisors’s Portfolio BSCL Stock Details BSCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-296,045
Closed -$6.26M – 306
2021
Q1 		$6.26M Sell
296,045
-25,908
-8% -$548K 0.54% 53
2020
Q4 		$6.83M Buy
321,953
+45,833
+17% +$976K 0.65% 41
2020
Q3 		$5.89M Buy
+276,120
New +$5.9M 0.64% 41

Other funds holding BSCL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

YHB Investment Advisors's BSCL Position: Q2 2021 in Review

YHB Investment Advisors sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q2 2021, closing a stake of 296,045 shares — an estimated $6.26M sold.

YHB Investment Advisors first reported a position in BSCL in Q3 2020 and held it in 3 quarters. The position peaked at $6.83M in Q4 2020. 281 funds tracked by Wall St. Rank hold BSCL as of Q2 2021.

  • YHB Investment Advisors reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • YHB Investment Advisors sold 296,045 Invesco BulletShares 2021 Corporate Bond ETF shares in Q2 2021, an estimated $6.26M.
  • YHB Investment Advisors first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q3 2020 and held it in 3 quarters.
  • YHB Investment Advisors's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $6.83M in Q4 2020.
  • 281 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q2 2021.

Based on YHB Investment Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.