Number of Shares
576,609.00
Current Holdings Value*
$11.88 Mil
% of Portfolio
3.95%
Total Estimate Gain
$611,075.66
% of Total Estimate Gain
4.89%

Vishria Bird Financial Group, LLC's Invesco BulletShares 2032 Corporate Bond ETF Holding Summary

As of 2025-06-30, Vishria Bird Financial Group, LLC held 576,609.00 shares of Invesco BulletShares 2032 Corporate Bond ETF(BSCW), totaling $11.88 Mil. This investment constitutes 3.95% of their stock portfolio, and Vishria Bird Financial Group, LLC now holds 1.3% of the outstanding Invesco BulletShares 2032 Corporate Bond ETF(BSCW) stock.

The initial trade took place in 2023Q4. And since then Vishria Bird Financial Group, LLC has made 2 purchases of BSCW, at an average price of $19.57, for a total of 638,990.00 shares. In addition, there have been 5 sales at an average price of $20.26 for 62,381.00 shares. Based on historical transaction data and BSCW's current price of $20.55, Vishria Bird Financial Group, LLC's estimated gain on his BSCW holdings is $611,075.66, reflecting a 4.89% gain to date.

Vishria Bird Financial Group, LLC BSCW ($20.55) Holding Chart

Vishria Bird Financial Group, LLC BSCW ($20.55) 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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