YHB Investment Advisors’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-15,476	Closed	-$323K	–	296
2022 Q3	$323K	Sell	15,476 -5,832	-27%	-$122K	0.04%	219
2022 Q2	$446K	Sell	21,308 -27,802	-57%	-$584K	0.05%	194
2022 Q1	$1.04M	Sell	49,110 -78,608	-62%	-$1.67M	0.09%	157
2021 Q4	$2.74M	Sell	127,718 -95,842	-43%	-$2.07M	0.22%	105
2021 Q3	$4.84M	Sell	223,560 -349,931	-61%	-$7.6M	0.42%	65
2021 Q2	$12.5M	Sell	573,491 -90,279	-14%	-$1.96M	1.06%	25
2021 Q1	$14.5M	Buy	663,770 +110,566	+20%	+$2.41M	1.25%	17
2020 Q4	$12.1M	Buy	553,204 +125,733	+29%	+$2.75M	1.15%	22
2020 Q3	$9.31M	Buy	+427,471	New	+$9.34M	1.01%	28

Other funds holding BSCN

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

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

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

HPC

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCM

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

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

YHB Investment Advisors's BSCN Position: Q4 2022 in Review

YHB Investment Advisors sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2022, closing a stake of 15,476 shares — an estimated $323K sold.

YHB Investment Advisors first reported a position in BSCN in Q3 2020 and held it in 9 quarters. The position peaked at $14.5M in Q1 2021. 343 funds tracked by Wall St. Rank hold BSCN as of Q4 2022.

YHB Investment Advisors reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
YHB Investment Advisors sold 15,476 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2022, an estimated $323K.
YHB Investment Advisors first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q3 2020 and held it in 9 quarters.
YHB Investment Advisors's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $14.5M in Q1 2021.
343 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2022.

Based on YHB Investment Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.