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YHB Investment Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

YHB Investment Advisors’s Portfolio BSCT Stock Details BSCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11,981
Closed -$251K – 299
2021
Q4 		$251K Buy
11,981
+552
+5% +$11.6K 0.02% 287
2021
Q3 		$241K Buy
+11,429
New +$244K 0.02% 281

Other funds holding BSCT

EB
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return

YHB Investment Advisors's BSCT Position: Q1 2022 in Review

YHB Investment Advisors sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q1 2022, closing a stake of 11,981 shares — an estimated $251K sold.

YHB Investment Advisors first reported a position in BSCT in Q3 2021 and held it in 2 quarters. The position peaked at $251K in Q4 2021. 45 funds tracked by Wall St. Rank hold BSCT as of Q1 2022.

  • YHB Investment Advisors reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • YHB Investment Advisors sold 11,981 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2022, an estimated $251K.
  • YHB Investment Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2021 and held it in 2 quarters.
  • YHB Investment Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $251K in Q4 2021.
  • 45 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2022.

Based on YHB Investment Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.