Number of Shares
350,356.00
Current Holdings Value*
$7.18 Mil
% of Portfolio
3.7%
Total Estimate Gain
$59,248.84
% of Total Estimate Gain
0.83%

Sound Stewardship, LLC's Invesco BulletShares 2028 Corporate Bond ETF Holding Summary

As of 2025-06-30, Sound Stewardship, LLC held 350,356.00 shares of Invesco BulletShares 2028 Corporate Bond ETF(BSCS), totaling $7.18 Mil. This investment constitutes 3.7% of their stock portfolio, and Sound Stewardship, LLC now holds 0.27% of the outstanding Invesco BulletShares 2028 Corporate Bond ETF(BSCS) stock.

The initial trade took place in 2024Q3. And since then Sound Stewardship, LLC has made 4 purchases of BSCS, at an average price of $20.26, for a total of 350,356.00 shares. Based on historical transaction data and BSCS's current price of $20.43, Sound Stewardship, LLC's estimated gain on his BSCS holdings is $59,248.84, reflecting a 0.83% gain to date.

Sound Stewardship, LLC BSCS ($20.43) Holding Chart

Sound Stewardship, LLC BSCS ($20.43) 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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