Number of Shares
721,552.00
Current Holdings Value*
$14.68 Mil
% of Portfolio
5.29%
Total Estimate Gain
$258,670.06
% of Total Estimate Gain
1.78%

Sterling Financial Group, Inc.'s Invesco BulletShares 2028 Corporate Bond ETF Holding Summary

As of 2025-03-31, Sterling Financial Group, Inc. held 721,552.00 shares of Invesco BulletShares 2028 Corporate Bond ETF(BSCS), totaling $14.68 Mil. This investment constitutes 5.29% of their stock portfolio, and Sterling Financial Group, Inc. now holds 0.59% of the outstanding Invesco BulletShares 2028 Corporate Bond ETF(BSCS) stock.

The initial trade took place in 2023Q2. And since then Sterling Financial Group, Inc. has made 6 purchases of BSCS, at an average price of $20.12, for a total of 721,849.00 shares. In addition, there have been 1 sales at an average price of $20.24 for 297.00 shares. Based on historical transaction data and BSCS's current price of $20.48, Sterling Financial Group, Inc.'s estimated gain on his BSCS holdings is $258,670.06, reflecting a 1.78% gain to date.

Sterling Financial Group, Inc. BSCS ($20.48) Holding Chart

Sterling Financial Group, Inc. BSCS ($20.48) 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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