Number of Shares
232,735.00
Current Holdings Value*
$5.40 Mil
% of Portfolio
0.97%
Total Estimate Gain
$38,145.25
% of Total Estimate Gain
0.71%

Tyler-Stone Wealth Management's Invesco BulletShares 2026 High Yield Corporate Bon Holding Summary

As of 2025-03-31, Tyler-Stone Wealth Management held 232,735.00 shares of Invesco BulletShares 2026 High Yield Corporate Bon(BSJQ), totaling $5.40 Mil. This investment constitutes 0.97% of their stock portfolio, and Tyler-Stone Wealth Management now holds 0.55% of the outstanding Invesco BulletShares 2026 High Yield Corporate Bon(BSJQ) stock.

The initial trade took place in 2023Q3. And since then Tyler-Stone Wealth Management has made 7 purchases of BSJQ, at an average price of $23.25, for a total of 232,735.00 shares. Based on historical transaction data and BSJQ's current price of $23.41, Tyler-Stone Wealth Management's estimated gain on his BSJQ holdings is $38,145.25, reflecting a 0.71% gain to date.

Tyler-Stone Wealth Management BSJQ ($23.41) Holding Chart

Tyler-Stone Wealth Management BSJQ ($23.41) 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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