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YHB Investment Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

YHB Investment Advisors’s Portfolio BSCR Stock Details BSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,091
Closed -$219K – 279
2024
Q3 		$219K Sell
11,091
-615
-5% -$12K 0.02% 272
2024
Q2 		$225K Sell
11,706
-30
-0.3% -$576 0.02% 264
2024
Q1 		$226K Sell
11,736
-175
-1% -$3.38K 0.02% 256
2023
Q4 		$232K Sell
11,911
-960
-7% -$18.2K 0.02% 247
2023
Q3 		$241K Buy
12,871
+120
+0.9% +$2.27K 0.02% 250
2023
Q2 		$243K Buy
12,751
+323
+3% +$6.21K 0.02% 253
2023
Q1 		$240K Buy
12,428
+1,188
+11% +$22.8K 0.02% 255
2022
Q4 		$214K Buy
11,240
+675
+6% +$12.7K 0.02% 273
2022
Q3 		$197K Sell
10,565
-1,550
-13% -$30.1K 0.02% 278
2022
Q2 		$235K Sell
12,115
-8,462
-41% -$166K 0.02% 249
2022
Q1 		$416K Sell
20,577
-58,185
-74% -$1.21M 0.04% 206
2021
Q4 		$1.7M Sell
78,762
-7,292
-8% -$158K 0.13% 142
2021
Q3 		$1.88M Sell
86,054
-31,947
-27% -$703K 0.16% 127
2021
Q2 		$2.59M Buy
118,001
+16,444
+16% +$359K 0.22% 111
2021
Q1 		$2.21M Buy
101,557
+5,516
+6% +$122K 0.19% 115
2020
Q4 		$2.15M Buy
96,041
+32,677
+52% +$724K 0.2% 110
2020
Q3 		$1.39M Buy
+63,364
New +$1.4M 0.15% 129

Other funds holding BSCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

YHB Investment Advisors's BSCR Position: Q4 2024 in Review

YHB Investment Advisors sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q4 2024, closing a stake of 11,091 shares — an estimated $219K sold.

YHB Investment Advisors first reported a position in BSCR in Q3 2020 and held it in 17 quarters. The position peaked at $2.59M in Q2 2021. 330 funds tracked by Wall St. Rank hold BSCR as of Q4 2024.

  • YHB Investment Advisors reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • YHB Investment Advisors sold 11,091 Invesco BulletShares 2027 Corporate Bond ETF shares in Q4 2024, an estimated $219K.
  • YHB Investment Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2020 and held it in 17 quarters.
  • YHB Investment Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $2.59M in Q2 2021.
  • 330 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q4 2024.

Based on YHB Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.