Avior Wealth Management’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 | $2.43M | Sell |
117,644
-28,749
| -20% | -$593K | 0.08% | 163 |
|
|
2025
Q1 | $3.03M | Buy |
146,393
+27,839
| +23% | +$577K | 0.12% | 138 |
|
|
2024
Q4 | $2.48M | Buy |
118,554
+107,041
| +930% | +$2.24M | 0.09% | 156 |
|
|
2024
Q3 | $245K | Buy |
+11,513
| New | +$245K | 0.01% | 649 |
|
|
2024
Q2 | – | Sell |
-4,119
| Closed | -$87.8K | – | 2472 |
|
|
2024
Q1 | $87.8K | Buy |
+4,119
| New | +$87.8K | ﹤0.01% | 1020 |
|