YWM
Yoder Wealth Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $276K | Hold |
13,450
| – | – | 0.14% | 91 |
|
2025
Q1 | $274K | Hold |
13,450
| – | – | 0.15% | 87 |
|
2024
Q4 | $271K | Hold |
13,450
| – | – | 0.15% | 88 |
|
2024
Q3 | $277K | Hold |
13,450
| – | – | 0.17% | 89 |
|
2024
Q2 | $268K | Hold |
13,450
| – | – | 0.17% | 86 |
|
2024
Q1 | $270K | Hold |
13,450
| – | – | 0.18% | 84 |
|
2023
Q4 | $273K | Buy |
+13,450
| New | +$273K | 0.19% | 72 |
|