Number of Shares
1.29 Mil
Current Holdings Value*
$29.80 Mil
% of Portfolio
6.35%
Total Estimate Gain
$-18,359.68
% of Total Estimate Gain
-0.06%

MILESTONE ASSET MANAGEMENT, LLC's Invesco BulletShares 2025 High Yield Corporate Bon Holding Summary

As of 2025-03-31, MILESTONE ASSET MANAGEMENT, LLC held 1.29 Mil shares of Invesco BulletShares 2025 High Yield Corporate Bon(BSJP), totaling $29.80 Mil. This investment constitutes 6.35% of their stock portfolio, and MILESTONE ASSET MANAGEMENT, LLC now holds 3.03% of the outstanding Invesco BulletShares 2025 High Yield Corporate Bon(BSJP) stock.

The initial trade took place in 2024Q4. And since then MILESTONE ASSET MANAGEMENT, LLC has made 2 purchases of BSJP, at an average price of $23.10, for a total of 1.29 Mil shares. Based on historical transaction data and BSJP's current price of $23.09, MILESTONE ASSET MANAGEMENT, LLC's estimated gain on his BSJP holdings is $-18,359.68, reflecting a -0.06% gain to date.

MILESTONE ASSET MANAGEMENT, LLC BSJP ($23.09) Holding Chart

MILESTONE ASSET MANAGEMENT, LLC BSJP ($23.09) 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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