Capital Analysts LLC’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $141K | Hold |
6,570
| – | – | ﹤0.01% | 602 |
|
|
2025
Q1 | $142K | Buy |
6,570
+1,863
| +40% | +$40.3K | 0.01% | 570 |
|
|
2024
Q4 | $102K | Hold |
4,707
| – | – | ﹤0.01% | 607 |
|
|
2024
Q3 | $104K | Hold |
4,707
| – | – | ﹤0.01% | 580 |
|
|
2024
Q2 | $102K | Hold |
4,707
| – | – | ﹤0.01% | 570 |
|
|
2024
Q1 | $104K | Hold |
4,707
| – | – | ﹤0.01% | 540 |
|
|
2023
Q4 | $106K | Hold |
4,707
| – | – | 0.01% | 517 |
|
|
2023
Q3 | $98K | Hold |
4,707
| – | – | 0.01% | 488 |
|
|
2023
Q2 | $103K | Hold |
4,707
| – | – | 0.01% | 468 |
|
|
2023
Q1 | $105K | Sell |
4,707
-1,167
| -20% | -$26K | 0.01% | 463 |
|
|
2022
Q4 | $127K | Buy |
+5,874
| New | +$127K | 0.01% | 456 |
|