Number of Shares
1.21 Mil
Current Holdings Value*
$28.02 Mil
% of Portfolio
10.1%
Total Estimate Gain
$-59,261.74
% of Total Estimate Gain
-0.21%

Sterling Financial Group, Inc.'s Invesco BulletShares 2026 High Yield Corporate Bon Holding Summary

As of 2025-03-31, Sterling Financial Group, Inc. held 1.21 Mil shares of Invesco BulletShares 2026 High Yield Corporate Bon(BSJQ), totaling $28.02 Mil. This investment constitutes 10.1% of their stock portfolio, and Sterling Financial Group, Inc. now holds 2.77% of the outstanding Invesco BulletShares 2026 High Yield Corporate Bon(BSJQ) stock.

The initial trade took place in 2024Q4. And since then Sterling Financial Group, Inc. has made 2 purchases of BSJQ, at an average price of $23.40, for a total of 1.21 Mil shares. Based on historical transaction data and BSJQ's current price of $23.35, Sterling Financial Group, Inc.'s estimated gain on his BSJQ holdings is $-59,261.74, reflecting a -0.21% gain to date.

Sterling Financial Group, Inc. BSJQ ($23.35) Holding Chart

Sterling Financial Group, Inc. BSJQ ($23.35) 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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