Beacon Pointe 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 | $302K | Sell |
14,644
-3,887
| -21% | -$80.2K | ﹤0.01% | 1034 |
|
2025
Q1 | $384K | Sell |
18,531
-618
| -3% | -$12.8K | ﹤0.01% | 920 |
|
2024
Q4 | $401K | Buy |
19,149
+275
| +1% | +$5.76K | ﹤0.01% | 888 |
|
2024
Q3 | $402K | Buy |
18,874
+491
| +3% | +$10.5K | ﹤0.01% | 914 |
|
2024
Q2 | $385K | Buy |
18,383
+2,471
| +16% | +$51.8K | ﹤0.01% | 954 |
|
2024
Q1 | $339K | Buy |
15,912
+577
| +4% | +$12.3K | ﹤0.01% | 1056 |
|
2023
Q4 | $332K | Buy |
+15,335
| New | +$332K | ﹤0.01% | 1032 |
|