Number of Shares
431,407.00
Current Holdings Value*
$9.94 Mil
% of Portfolio
2.13%
Total Estimate Gain
$-458,438.47
% of Total Estimate Gain
-3.44%

Ironwood Financial, llc's Invesco BulletShares 2025 High Yield Corporate Bon Holding Summary

As of 2025-03-31, Ironwood Financial, llc held 431,407.00 shares of Invesco BulletShares 2025 High Yield Corporate Bon(BSJP), totaling $9.94 Mil. This investment constitutes 2.13% of their stock portfolio, and Ironwood Financial, llc now holds 1.04% of the outstanding Invesco BulletShares 2025 High Yield Corporate Bon(BSJP) stock.

The initial trade took place in 2021Q3. And since then Ironwood Financial, llc has made 11 purchases of BSJP, at an average price of $23.81, for a total of 559,789.00 shares. In addition, there have been 4 sales at an average price of $22.78 for 128,382.00 shares. Based on historical transaction data and BSJP's current price of $23.05, Ironwood Financial, llc's estimated gain on his BSJP holdings is $-458,438.47, reflecting a -3.44% gain to date.

Ironwood Financial, llc BSJP ($23.05) Holding Chart

Ironwood Financial, llc BSJP ($23.05) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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