Claro Advisors’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
2023 Q2	–	Sell	-11,500	Closed	-$275K	–	377
2023 Q1	$275K	Sell	11,500 -4,000	-26%	-$95.5K	0.08%	264
2022 Q4	$365K	Hold	15,500	–	–	0.12%	206
2022 Q3	$366K	Hold	15,500	–	–	0.15%	165
2022 Q2	$366K	Buy	+15,500	New	+$366K	0.15%	165