Asset Dedication LLC’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
|
|||||
|
2025
Q1 | $1.37M | Buy |
|
|||||
|
2024
Q4 | $1.2M | Buy |
|
|||||
|
2024
Q3 | $854K | Buy |
|
|||||
|
2024
Q2 | $750K | Buy |
|
|||||
|
2024
Q1 | $711K | Buy |
|
|||||
|
2023
Q4 | $663K | Buy |
|
|||||
|
2023
Q3 | $521K | Buy |
|
|||||
|
2023
Q2 | $528K | Buy |
|
|||||
|
2023
Q1 | $427K | Buy |
|
|||||
|
2022
Q4 | $391K | Buy |
|
|||||
|
2022
Q3 | $249K | Buy |
|
|||||
|
2022
Q2 | $219K | Sell |
|
|||||
|
2022
Q1 | $262K | Buy |
|
|||||
|
2021
Q4 | $189K | Buy |
|
|||||
|
2021
Q3 | $99K | Buy |
|
|||||
|
2021
Q2 | $71K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $36K | Buy |
|
|||||
|
2020
Q3 | $21K | Buy |
|