AA
Addison Advisors’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Buy |
23,445
+815
| +4% | +$16.8K | 0.12% | 125 |
|
|
2025
Q1 | $469K | Buy |
22,630
+1,030
| +5% | +$21.4K | 0.13% | 114 |
|
|
2024
Q4 | $452K | Sell |
21,600
-65
| -0.3% | -$1.36K | 0.13% | 118 |
|
|
2024
Q3 | $462K | Buy |
21,665
+2,565
| +13% | +$54.6K | 0.13% | 123 |
|
|
2024
Q2 | $400K | Sell |
19,100
-230
| -1% | -$4.82K | 0.13% | 121 |
|
|
2024
Q1 | $412K | Buy |
19,330
+3,180
| +20% | +$67.8K | 0.14% | 117 |
|
|
2023
Q4 | $349K | Sell |
16,150
-745
| -4% | -$16.1K | 0.14% | 117 |
|
|
2023
Q3 | $338K | Buy |
16,895
+2,600
| +18% | +$52K | 0.16% | 107 |
|
|
2023
Q2 | $302K | Buy |
+14,295
| New | +$302K | 0.15% | 118 |
|