Beaumont Financial Advisors’s Invesco BulletShares 2021 Municipal Bond ETF BSML Stock Holding History

Beaumont Financial Advisors’s Portfolio BSML Stock Details BSML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-72,768	Closed	-$1.84M	–	381
2021 Q3	$1.84M	Sell	72,768 -7,893	-10%	-$199K	0.14%	103
2021 Q2	$2.04M	Sell	80,661 -210	-0.3%	-$5.31K	0.16%	104
2021 Q1	$2.05M	Buy	80,871 +37,843	+88%	+$958K	0.17%	94
2020 Q4	$1.09M	Buy	+43,028	New	+$1.09M	0.1%	130

Beaumont Financial Advisors's BSML Position: Q4 2021 in Review

Beaumont Financial Advisors sold out of Invesco BulletShares 2021 Municipal Bond ETF (BSML) in Q4 2021, closing a stake of 72,768 shares — an estimated $1.84M sold.

Beaumont Financial Advisors first reported a position in BSML in Q4 2020 and held it in 4 quarters. The position peaked at $2.05M in Q1 2021. 0 funds tracked by Wall St. Rank hold BSML as of Q4 2021.

Beaumont Financial Advisors reported no remaining Invesco BulletShares 2021 Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
Beaumont Financial Advisors sold 72,768 Invesco BulletShares 2021 Municipal Bond ETF shares in Q4 2021, an estimated $1.84M.
Beaumont Financial Advisors first reported a position in Invesco BulletShares 2021 Municipal Bond ETF in Q4 2020 and held it in 4 quarters.
Beaumont Financial Advisors's Invesco BulletShares 2021 Municipal Bond ETF position peaked at $2.05M in Q1 2021.
0 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Municipal Bond ETF as of Q4 2021.

Based on Beaumont Financial Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.