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YHB Investment Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

YHB Investment Advisors’s Portfolio BSCQ Stock Details BSCQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,933
Closed -$232K – 300
2025
Q1 		$232K Buy
11,933
+5
+0% +$97 0.02% 267
2024
Q4 		$232K Sell
11,928
-1,230
-9% -$23.9K 0.02% 261
2024
Q3 		$257K Sell
13,158
-240
-2% -$4.66K 0.02% 251
2024
Q2 		$257K Sell
13,398
-395
-3% -$7.57K 0.02% 250
2024
Q1 		$265K Sell
13,793
-565
-4% -$10.9K 0.02% 244
2023
Q4 		$277K Sell
14,358
-395
-3% -$7.49K 0.03% 232
2023
Q3 		$277K Buy
14,753
+195
+1% +$3.69K 0.03% 232
2023
Q2 		$276K Sell
14,558
-310
-2% -$5.92K 0.03% 233
2023
Q1 		$285K Sell
14,868
-647
-4% -$12.3K 0.03% 231
2022
Q4 		$294K Sell
15,515
-1,943
-11% -$36.5K 0.03% 225
2022
Q3 		$325K Sell
17,458
-2,045
-10% -$39.4K 0.04% 217
2022
Q2 		$376K Sell
19,503
-12,991
-40% -$253K 0.04% 208
2022
Q1 		$649K Sell
32,494
-147,489
-82% -$3.02M 0.06% 181
2021
Q4 		$3.81M Sell
179,983
-562
-0.3% -$11.9K 0.3% 85
2021
Q3 		$3.87M Buy
180,545
+4,006
+2% +$86.4K 0.33% 80
2021
Q2 		$3.8M Buy
176,539
+44,530
+34% +$957K 0.32% 85
2021
Q1 		$2.83M Buy
132,009
+27,063
+26% +$585K 0.25% 105
2020
Q4 		$2.3M Buy
104,946
+47,306
+82% +$1.03M 0.22% 107
2020
Q3 		$1.25M Buy
+57,640
New +$1.25M 0.14% 136

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

YHB Investment Advisors's BSCQ Position: Q2 2025 in Review

YHB Investment Advisors sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q2 2025, closing a stake of 11,933 shares — an estimated $232K sold.

YHB Investment Advisors first reported a position in BSCQ in Q3 2020 and held it in 19 quarters. The position peaked at $3.87M in Q3 2021. 393 funds tracked by Wall St. Rank hold BSCQ as of Q2 2025.

  • YHB Investment Advisors reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • YHB Investment Advisors sold 11,933 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2025, an estimated $232K.
  • YHB Investment Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q3 2020 and held it in 19 quarters.
  • YHB Investment Advisors's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $3.87M in Q3 2021.
  • 393 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2025.

Based on YHB Investment Advisors's 13F filing for Q2 2025, filed 10 Jul 2025.