Number of Shares
373,666.00
Current Holdings Value*
$7.34 Mil
% of Portfolio
3.79%
Total Estimate Gain
$115,783.83
% of Total Estimate Gain
1.59%

Sound Stewardship, LLC's Invesco BulletShares 2027 Corporate Bond ETF Holding Summary

As of 2025-06-30, Sound Stewardship, LLC held 373,666.00 shares of Invesco BulletShares 2027 Corporate Bond ETF(BSCR), totaling $7.34 Mil. This investment constitutes 3.79% of their stock portfolio, and Sound Stewardship, LLC now holds 0.2% of the outstanding Invesco BulletShares 2027 Corporate Bond ETF(BSCR) stock.

The initial trade took place in 2023Q3. And since then Sound Stewardship, LLC has made 7 purchases of BSCR, at an average price of $19.30, for a total of 376,473.00 shares. In addition, there have been 1 sales at an average price of $19.19 for 2,807.00 shares. Based on historical transaction data and BSCR's current price of $19.61, Sound Stewardship, LLC's estimated gain on his BSCR holdings is $115,783.83, reflecting a 1.59% gain to date.

Sound Stewardship, LLC BSCR ($19.61) Holding Chart

Sound Stewardship, LLC BSCR ($19.61) 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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