Bill Few Associates’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Hold |
17,119
| – | – | 0.11% | 126 |
|
|
2025
Q1 | $403K | Hold |
17,119
| – | – | 0.14% | 113 |
|
|
2024
Q4 | $404K | Hold |
17,119
| – | – | 0.14% | 109 |
|
|
2024
Q3 | $406K | Hold |
17,119
| – | – | 0.14% | 114 |
|
|
2024
Q2 | $402K | Buy |
17,119
+4,260
| +33% | +$100K | 0.15% | 112 |
|
|
2024
Q1 | $304K | Buy |
12,859
+1,680
| +15% | +$39.7K | 0.12% | 126 |
|
|
2023
Q4 | $267K | Buy |
+11,179
| New | +$267K | 0.12% | 127 |
|