YHB Investment Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

YHB Investment Advisors’s Portfolio BSCM Stock Details BSCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-67,154	Closed	-$1.43M	–	306
2022 Q1	$1.43M	Sell	67,154 -29,922	-31%	-$638K	0.13%	139
2021 Q4	$2.08M	Buy	97,076 +20,452	+27%	+$439K	0.16%	127
2021 Q3	$1.65M	Sell	76,624 -75,134	-50%	-$1.62M	0.14%	136
2021 Q2	$3.28M	Sell	151,758 -20,776	-12%	-$450K	0.28%	96
2021 Q1	$3.74M	Buy	172,534 +61,543	+55%	+$1.34M	0.32%	82
2020 Q4	$2.41M	Buy	110,991 +39,815	+56%	+$869K	0.23%	104
2020 Q3	$1.55M	Buy	+71,176	New	+$1.56M	0.17%	119

Other funds holding BSCM

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

YHB Investment Advisors's BSCM Position: Q2 2022 in Review

YHB Investment Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q2 2022, closing a stake of 67,154 shares — an estimated $1.43M sold.

YHB Investment Advisors first reported a position in BSCM in Q3 2020 and held it in 7 quarters. The position peaked at $3.74M in Q1 2021. 303 funds tracked by Wall St. Rank hold BSCM as of Q2 2022.

YHB Investment Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
YHB Investment Advisors sold 67,154 Invesco BulletShares 2022 Corporate Bond ETF shares in Q2 2022, an estimated $1.43M.
YHB Investment Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2020 and held it in 7 quarters.
YHB Investment Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $3.74M in Q1 2021.
303 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q2 2022.

Based on YHB Investment Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.