YIA
BSCO

YHB Investment Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

YHB Investment Advisors’s Portfolio BSCO Stock Details BSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,600
Closed -$218K – 291
2023
Q1 		$218K Sell
10,600
-1,757
-14% -$36.1K 0.02% 270
2022
Q4 		$253K Sell
12,357
-7,762
-39% -$159K 0.03% 246
2022
Q3 		$410K Sell
20,119
-9,280
-32% -$192K 0.05% 199
2022
Q2 		$610K Sell
29,399
-20,931
-42% -$437K 0.06% 174
2022
Q1 		$1.06M Sell
50,330
-79,015
-61% -$1.69M 0.09% 154
2021
Q4 		$2.82M Sell
129,345
-41,503
-24% -$910K 0.22% 103
2021
Q3 		$3.78M Sell
170,848
-26,283
-13% -$583K 0.33% 82
2021
Q2 		$4.37M Buy
197,131
+32,645
+20% +$726K 0.37% 74
2021
Q1 		$3.65M Buy
164,486
+38,492
+31% +$858K 0.32% 83
2020
Q4 		$2.82M Buy
125,994
+32,144
+34% +$716K 0.27% 92
2020
Q3 		$2.08M Buy
+93,850
New +$2.09M 0.23% 101

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

YHB Investment Advisors's BSCO Position: Q2 2023 in Review

YHB Investment Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q2 2023, closing a stake of 10,600 shares — an estimated $218K sold.

YHB Investment Advisors first reported a position in BSCO in Q3 2020 and held it in 11 quarters. The position peaked at $4.37M in Q2 2021. 363 funds tracked by Wall St. Rank hold BSCO as of Q2 2023.

  • YHB Investment Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • YHB Investment Advisors sold 10,600 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2023, an estimated $218K.
  • YHB Investment Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2020 and held it in 11 quarters.
  • YHB Investment Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $4.37M in Q2 2021.
  • 363 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2023.

Based on YHB Investment Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.