YHB Investment Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-13,923	Closed	-$294K	–	280
2022 Q1	$294K	Sell	13,923 -17,634	-56%	-$384K	0.03%	245
2021 Q4	$716K	Buy	31,557 +3,934	+14%	+$89.6K	0.06%	185
2021 Q3	$633K	Buy	27,623 +6,081	+28%	+$141K	0.05%	189
2021 Q2	$497K	Buy	21,542 +12,341	+134%	+$282K	0.04%	202
2021 Q1	$210K	Buy	+9,201	New	+$212K	0.02%	286

Other funds holding BSCS

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

ADL

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

YHB Investment Advisors's BSCS Position: Q2 2022 in Review

YHB Investment Advisors sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q2 2022, closing a stake of 13,923 shares — an estimated $294K sold.

YHB Investment Advisors first reported a position in BSCS in Q1 2021 and held it in 5 quarters. The position peaked at $716K in Q4 2021. 66 funds tracked by Wall St. Rank hold BSCS as of Q2 2022.

YHB Investment Advisors reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
YHB Investment Advisors sold 13,923 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2022, an estimated $294K.
YHB Investment Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2021 and held it in 5 quarters.
YHB Investment Advisors's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $716K in Q4 2021.
66 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2022.

Based on YHB Investment Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.