Number of Shares
515,237.00
Current Holdings Value*
$10.09 Mil
% of Portfolio
2.16%
Total Estimate Gain
$307,223.21
% of Total Estimate Gain
2.85%

Ironwood Financial, llc's Invesco BulletShares 2027 Corporate Bond ETF Holding Summary

As of 2025-03-31, Ironwood Financial, llc held 515,237.00 shares of Invesco BulletShares 2027 Corporate Bond ETF(BSCR), totaling $10.09 Mil. This investment constitutes 2.16% of their stock portfolio, and Ironwood Financial, llc now holds 0.31% of the outstanding Invesco BulletShares 2027 Corporate Bond ETF(BSCR) stock.

The initial trade took place in 2022Q4. And since then Ironwood Financial, llc has made 8 purchases of BSCR, at an average price of $19.06, for a total of 566,178.00 shares. In addition, there have been 2 sales at an average price of $19.33 for 50,941.00 shares. Based on historical transaction data and BSCR's current price of $19.63, Ironwood Financial, llc's estimated gain on his BSCR holdings is $307,223.21, reflecting a 2.85% gain to date.

Ironwood Financial, llc BSCR ($19.63) Holding Chart

Ironwood Financial, llc BSCR ($19.63) 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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