Asset Dedication LLC’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
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|
2025
Q1 | $2.47M | Buy |
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|
2024
Q4 | $2.03M | Buy |
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|
2024
Q3 | $1.94M | Buy |
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|
2024
Q2 | $1.66M | Buy |
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|
2024
Q1 | $1.64M | Buy |
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|
2023
Q4 | $1.39M | Buy |
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|
2023
Q3 | $1.28M | Buy |
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|
2023
Q2 | $1.21M | Buy |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $735K | Buy |
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|
2022
Q3 | $430K | Buy |
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|
2022
Q2 | $410K | Sell |
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|
2022
Q1 | $438K | Buy |
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|
2021
Q4 | $359K | Buy |
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|
2021
Q3 | $242K | Buy |
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|
2021
Q2 | $217K | Buy |
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|
2021
Q1 | $125K | Buy |
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|
2020
Q4 | $91K | Buy |
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|
2020
Q3 | $75K | Buy |
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