Bill Few Associates’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Hold |
17,142
| – | – | 0.11% | 127 |
|
|
2025
Q1 | $397K | Hold |
17,142
| – | – | 0.14% | 114 |
|
|
2024
Q4 | $400K | Hold |
17,142
| – | – | 0.14% | 111 |
|
|
2024
Q3 | $404K | Hold |
17,142
| – | – | 0.14% | 115 |
|
|
2024
Q2 | $398K | Buy |
17,142
+4,305
| +34% | +$100K | 0.15% | 114 |
|
|
2024
Q1 | $301K | Buy |
12,837
+1,690
| +15% | +$39.7K | 0.12% | 127 |
|
|
2023
Q4 | $265K | Buy |
+11,147
| New | +$265K | 0.12% | 128 |
|