AA
Addison Advisors’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $616K | Buy |
25,180
+3,245
| +15% | +$79.4K | 0.15% | 108 |
|
2025
Q1 | $540K | Buy |
21,935
+2,405
| +12% | +$59.2K | 0.15% | 102 |
|
2024
Q4 | $490K | Sell |
19,530
-50
| -0.3% | -$1.26K | 0.14% | 109 |
|
2024
Q3 | $502K | Buy |
19,580
+781
| +4% | +$20K | 0.14% | 111 |
|
2024
Q2 | $474K | Sell |
18,799
-210
| -1% | -$5.29K | 0.15% | 104 |
|
2024
Q1 | $485K | Buy |
19,009
+6,325
| +50% | +$161K | 0.17% | 101 |
|
2023
Q4 | $331K | Buy |
12,684
+719
| +6% | +$18.7K | 0.13% | 122 |
|
2023
Q3 | $287K | Sell |
11,965
-810
| -6% | -$19.4K | 0.13% | 119 |
|
2023
Q2 | $325K | Buy |
+12,775
| New | +$325K | 0.16% | 108 |
|