Carson Wealth (CWM LLC)’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20K | Hold |
856
| – | – | ﹤0.01% | 3894 |
|
|
2025
Q1 | $20K | Sell |
856
-428
| -33% | -$10K | ﹤0.01% | 3656 |
|
|
2024
Q4 | $30K | Buy |
1,284
+428
| +50% | +$10K | ﹤0.01% | 3162 |
|
|
2024
Q3 | $20K | Hold |
856
| – | – | ﹤0.01% | 3341 |
|
|
2024
Q2 | $20K | Buy |
+856
| New | +$20K | ﹤0.01% | 3100 |
|