Number of Shares
124,315.00
Current Holdings Value*
$2.79 Mil
% of Portfolio
0.5%
Total Estimate Gain
$29,023.52
% of Total Estimate Gain
1.04%

Tyler-Stone Wealth Management's Invesco BulletShares 2027 High Yield Corporate Bon Holding Summary

As of 2025-03-31, Tyler-Stone Wealth Management held 124,315.00 shares of Invesco BulletShares 2027 High Yield Corporate Bon(BSJR), totaling $2.79 Mil. This investment constitutes 0.5% of their stock portfolio, and Tyler-Stone Wealth Management now holds 0.6% of the outstanding Invesco BulletShares 2027 High Yield Corporate Bon(BSJR) stock.

The initial trade took place in 2023Q4. And since then Tyler-Stone Wealth Management has made 5 purchases of BSJR, at an average price of $22.50, for a total of 124,315.00 shares. Based on historical transaction data and BSJR's current price of $22.74, Tyler-Stone Wealth Management's estimated gain on his BSJR holdings is $29,023.52, reflecting a 1.04% gain to date.

Tyler-Stone Wealth Management BSJR ($22.74) Holding Chart

Tyler-Stone Wealth Management BSJR ($22.74) 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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