Commonwealth Equity Services’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 | $4.3M | Buy |
183,010
+16,483
| +10% | +$387K | 0.01% | 1436 |
|
2025
Q1 | $3.92M | Sell |
166,527
-8,994
| -5% | -$212K | 0.01% | 1434 |
|
2024
Q4 | $4.14M | Sell |
175,521
-5,827
| -3% | -$138K | 0.01% | 1362 |
|
2024
Q3 | $4.3M | Buy |
181,348
+30,732
| +20% | +$728K | 0.01% | 1318 |
|
2024
Q2 | $3.54M | Buy |
150,616
+7,798
| +5% | +$183K | 0.01% | 1405 |
|
2024
Q1 | $3.38M | Buy |
142,818
+9,627
| +7% | +$228K | 0.01% | 1421 |
|
2023
Q4 | $3.18M | Buy |
133,191
+61,003
| +85% | +$1.46M | 0.01% | 1386 |
|
2023
Q3 | $1.65M | Buy |
72,188
+3,109
| +5% | +$71.1K | ﹤0.01% | 1740 |
|
2023
Q2 | $1.63M | Buy |
69,079
+14,618
| +27% | +$345K | ﹤0.01% | 1759 |
|
2023
Q1 | $1.3K | Buy |
+54,461
| New | +$1.3K | ﹤0.01% | 1861 |
|