YIA
YHB Investment Advisors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
9,762
-5,655
| -37% | -$117K | 0.02% | 297 |
|
|
2025
Q1 | $319K | Sell |
15,417
-1,735
| -10% | -$35.9K | 0.03% | 230 |
|
|
2024
Q4 | $354K | Sell |
17,152
-360
| -2% | -$7.43K | 0.03% | 218 |
|
|
2024
Q3 | $362K | Sell |
17,512
-732
| -4% | -$15.1K | 0.03% | 224 |
|
|
2024
Q2 | $373K | Sell |
18,244
-220
| -1% | -$4.5K | 0.03% | 220 |
|
|
2024
Q1 | $377K | Sell |
18,464
-559
| -3% | -$11.4K | 0.03% | 214 |
|
|
2023
Q4 | $389K | Sell |
19,023
-505
| -3% | -$10.3K | 0.04% | 205 |
|
|
2023
Q3 | $393K | Buy |
19,528
+58
| +0.3% | +$1.17K | 0.04% | 202 |
|
|
2023
Q2 | $392K | Buy |
19,470
+310
| +2% | +$6.24K | 0.04% | 208 |
|
|
2023
Q1 | $389K | Sell |
19,160
-245
| -1% | -$4.97K | 0.04% | 205 |
|
|
2022
Q4 | $391K | Sell |
19,405
-6,688
| -26% | -$135K | 0.04% | 199 |
|
|
2022
Q3 | $520K | Sell |
26,093
-3,785
| -13% | -$75.4K | 0.06% | 184 |
|
|
2022
Q2 | $611K | Sell |
29,878
-43,163
| -59% | -$883K | 0.06% | 173 |
|
|
2022
Q1 | $1.53M | Sell |
73,041
-195,131
| -73% | -$4.08M | 0.13% | 135 |
|
|
2021
Q4 | $5.87M | Sell |
268,172
-56,787
| -17% | -$1.24M | 0.47% | 57 |
|
|
2021
Q3 | $7.21M | Sell |
324,959
-239,638
| -42% | -$5.32M | 0.62% | 43 |
|
|
2021
Q2 | $12.6M | Sell |
564,597
-41,855
| -7% | -$934K | 1.07% | 24 |
|
|
2021
Q1 | $13.5M | Buy |
606,452
+72,599
| +14% | +$1.62M | 1.17% | 20 |
|
|
2020
Q4 | $12.1M | Buy |
533,853
+96,054
| +22% | +$2.17M | 1.15% | 23 |
|
|
2020
Q3 | $9.79M | Buy |
+437,799
| New | +$9.79M | 1.06% | 26 |
|